+3,866.3%
LRCX vs B
+200.3%
+3,666.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.7% |
| 7D | +9.5% | +1.0% | +8.5% | +9.2% |
| 30D | +3.1% | +9.5% | -6.4% | +0.7% |
| 3M | -3.4% | +14.3% | -17.7% | -6.7% |
| 6M | +49.7% | -1.9% | +51.6% | +49.3% |
| YTD | +84.9% | +4.1% | +80.8% | +82.1% |
| 1Y | +200.8% | +56.1% | +144.7% | +174.2% |
| 3Y | +385.1% | +202.0% | +183.1% | +288.5% |
| 5Y | +460.5% | +158.8% | +301.7% | +350.1% |
| 10Y | +3,866.3% | +211.9% | +3,654.4% | +2,958.6% |
| All | +3,866.3% | +200.3% | +3,666.0% | +2,958.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling