+290,000.9%
LRCX vs B
+803.7%
+289,197.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.2% | +7.3% | +5.4% |
| 7D | +1.9% | -1.6% | +3.5% | +2.1% |
| 30D | +0.1% | +9.4% | -9.4% | -1.0% |
| 3M | -8.5% | +5.0% | -13.5% | -9.0% |
| 6M | +38.1% | -3.5% | +41.6% | +38.4% |
| YTD | +80.1% | +4.5% | +75.6% | +79.0% |
| 1Y | +208.1% | +67.8% | +140.3% | +193.1% |
| 3Y | +350.2% | +196.7% | +153.5% | +304.9% |
| 5Y | +430.7% | +151.9% | +278.7% | +379.8% |
| 10Y | +3,633.2% | +202.2% | +3,431.1% | +3,178.7% |
| All | +290,000.9% | +803.7% | +289,197.2% | +316,064.6% |
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 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