+42.8%
LRCX vs CVX
+47.0%
-4.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.3% | -6.9% |
| 7D | -12.8% | -5.3% | -7.4% | -16.4% |
| 30D | -36.0% | +5.1% | -41.0% | -32.7% |
| 3M | -30.2% | +14.9% | -45.2% | -20.4% |
| 6M | -14.2% | +14.9% | -29.1% | +1.2% |
| YTD | +29.7% | +46.3% | -16.6% | +61.4% |
| 1Y | +42.8% | +47.0% | -4.2% | +79.1% |
| All | +42.8% | +47.0% | -4.2% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CVX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling