+3,866.3%
LRCX vs BA
+70.0%
+3,796.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.5% |
| 7D | +9.5% | -1.2% | +10.7% | +10.1% |
| 30D | +3.1% | -11.3% | +14.4% | +8.6% |
| 3M | -3.4% | -3.8% | +0.4% | -2.2% |
| 6M | +49.7% | -8.3% | +57.9% | +54.4% |
| YTD | +84.9% | -4.9% | +89.8% | +87.2% |
| 1Y | +200.8% | -10.1% | +210.9% | +210.0% |
| 3Y | +385.1% | -2.3% | +387.4% | +364.8% |
| 5Y | +460.5% | -3.5% | +464.0% | +422.4% |
| 10Y | +3,866.3% | +74.6% | +3,791.7% | +2,571.9% |
| All | +3,866.3% | +70.0% | +3,796.2% | +2,571.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling