+360.5%
BE vs LRCX
+216.8%
+143.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +5.1% | +2.2% | +2.2% |
| 7D | +20.0% | +1.9% | +18.1% | +17.6% |
| 30D | +7.9% | +0.1% | +7.8% | +7.5% |
| 3M | -13.2% | -8.5% | -4.7% | -6.9% |
| 6M | +53.5% | +38.1% | +15.4% | +4.5% |
| YTD | +191.0% | +80.1% | +111.0% | +36.7% |
| 1Y | +360.5% | +208.1% | +152.5% | +16.9% |
| All | +360.5% | +216.8% | +143.8% | +16.9% |
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