+1,008.9%
BE vs LRCX
+1,957.2%
-948.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.2% | +5.5% | +6.7% |
| 7D | +29.8% | +10.4% | +19.4% | +21.3% |
| 30D | +26.4% | +2.9% | +23.5% | +24.1% |
| 3M | +9.3% | -1.2% | +10.5% | +11.9% |
| 6M | +105.1% | +60.9% | +44.2% | +50.5% |
| YTD | +219.0% | +87.5% | +131.5% | +112.9% |
| 1Y | +418.8% | +206.6% | +212.1% | +159.4% |
| 3Y | +1,784.6% | +392.1% | +1,392.5% | +535.6% |
| 5Y | +1,251.0% | +478.4% | +772.5% | +287.9% |
| All | +1,008.9% | +1,957.2% | -948.3% | +82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling