+297,723.7%
LRCX vs CVX
+4,930.4%
+292,793.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -2.3% |
| 7D | +9.5% | +1.0% | +8.6% | +9.0% |
| 30D | +3.1% | +10.7% | -7.6% | -1.8% |
| 3M | -3.4% | +15.5% | -18.9% | -10.8% |
| 6M | +49.7% | +14.9% | +34.8% | +36.6% |
| YTD | +84.9% | +44.2% | +40.7% | +50.7% |
| 1Y | +200.8% | +43.5% | +157.3% | +144.5% |
| 3Y | +385.1% | +45.0% | +340.1% | +286.8% |
| 5Y | +460.5% | +172.2% | +288.3% | +221.7% |
| 10Y | +3,866.3% | +221.9% | +3,644.4% | +1,935.4% |
| All | +297,723.7% | +4,930.4% | +292,793.3% | +79,586.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling