+42.8%
LRCX vs BA
-12.3%
+55.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.2% | -4.9% |
| 7D | -12.8% | +5.9% | -18.7% | -14.9% |
| 30D | -36.0% | -8.2% | -27.8% | -33.7% |
| 3M | -30.2% | -25.4% | -4.9% | -20.8% |
| 6M | -14.2% | -20.0% | +5.8% | -6.5% |
| YTD | +29.7% | -18.5% | +48.2% | +34.3% |
| 1Y | +42.8% | -10.6% | +53.4% | +43.2% |
| All | +42.8% | -12.3% | +55.1% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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