+55.3%
BE vs LRCX
+42.9%
+12.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.0% | -2.3% | -2.5% |
| 7D | -12.1% | -12.8% | +0.6% | +0.5% |
| 30D | -30.1% | -36.0% | +5.9% | +7.2% |
| 3M | -12.1% | -30.2% | +18.1% | +23.0% |
| 6M | -30.6% | -14.2% | -16.4% | -22.7% |
| YTD | +130.6% | +29.7% | +100.9% | +47.3% |
| 1Y | +55.3% | +42.8% | +12.5% | -12.0% |
| All | +55.3% | +42.9% | +12.4% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 LRCX 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