+208,807.6%
LRCX vs B
+753.6%
+208,053.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +4.2% | +6.2% | +10.0% |
| 7D | -2.7% | +11.3% | -14.1% | -3.9% |
| 30D | -30.6% | +2.9% | -33.5% | -30.8% |
| 3M | -28.8% | -2.9% | -26.0% | -28.7% |
| 6M | -24.6% | -1.2% | -23.4% | -24.6% |
| YTD | +29.7% | -1.3% | +31.0% | +29.6% |
| 1Y | +39.5% | +30.4% | +9.1% | +35.9% |
| 3Y | +248.9% | +195.3% | +53.7% | +214.4% |
| 5Y | +274.3% | +146.2% | +128.1% | +239.5% |
| 10Y | +2,479.7% | +200.5% | +2,279.3% | +2,173.8% |
| All | +208,807.6% | +753.6% | +208,053.9% | +228,835.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling