+1,611.9%
BE vs LRCX
+354.5%
+1,257.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.6% | +1.6% | +0.2% |
| 7D | +9.7% | +1.8% | +7.9% | +8.6% |
| 30D | +22.4% | -4.3% | +26.7% | +26.7% |
| 3M | +10.4% | -7.3% | +17.7% | +18.2% |
| 6M | +67.9% | +38.6% | +29.3% | +37.5% |
| YTD | +197.5% | +74.4% | +123.1% | +114.2% |
| 1Y | +310.6% | +179.1% | +131.4% | +140.0% |
| All | +1,611.9% | +354.5% | +1,257.4% | +631.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling