+2,479.7%
LRCX vs BA
+31.3%
+2,448.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.6% | +11.0% | +10.7% |
| 7D | -2.7% | -1.7% | -1.0% | -1.9% |
| 30D | -30.6% | -9.5% | -21.1% | -27.7% |
| 3M | -28.8% | -26.5% | -2.4% | -19.0% |
| 6M | -24.6% | -27.4% | +2.8% | -14.3% |
| YTD | +29.7% | -20.6% | +50.3% | +41.4% |
| 1Y | +39.5% | -11.4% | +50.9% | +44.7% |
| 3Y | +248.9% | -10.8% | +259.8% | +246.7% |
| 5Y | +274.3% | -21.9% | +296.3% | +281.6% |
| 10Y | +2,479.7% | +28.1% | +2,451.6% | +2,216.6% |
| All | +2,479.7% | +31.3% | +2,448.4% | +2,216.6% |
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