+1,264.4%
BE vs LRCX
+421.1%
+843.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.6% |
| 7D | +9.0% | -3.1% | +12.1% | +11.7% |
| 30D | +16.3% | -8.6% | +24.8% | +24.1% |
| 3M | +10.8% | -17.7% | +28.5% | +29.1% |
| 6M | +73.2% | +36.4% | +36.8% | +41.9% |
| YTD | +217.4% | +74.5% | +142.8% | +122.9% |
| 1Y | +309.8% | +159.4% | +150.3% | +131.4% |
| 3Y | +1,726.2% | +361.6% | +1,364.6% | +562.0% |
| All | +1,264.4% | +421.1% | +843.4% | +365.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling