+208.1%
LRCX vs B
+70.0%
+138.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.2% | +7.3% | +6.2% |
| 7D | +1.9% | -1.6% | +3.5% | +2.6% |
| 30D | +0.1% | +9.4% | -9.4% | -4.9% |
| 3M | -8.5% | +5.0% | -13.5% | -11.7% |
| 6M | +38.1% | -3.5% | +41.6% | +36.2% |
| YTD | +80.1% | +4.5% | +75.6% | +71.7% |
| 1Y | +208.1% | +67.8% | +140.3% | +155.9% |
| All | +208.1% | +70.0% | +138.1% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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