+49.7%
LRCX vs CVX
+14.0%
+35.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | +0.7% |
| 7D | +9.5% | +1.0% | +8.6% | +10.8% |
| 30D | +3.1% | +10.7% | -7.6% | +15.4% |
| 3M | -3.4% | +15.5% | -18.9% | +17.9% |
| 6M | +49.7% | +14.9% | +34.8% | +79.7% |
| All | +49.7% | +14.0% | +35.7% | +79.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling