+33.6%
LRCX vs BA
-12.0%
+45.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -27.6% |
| 3M | -28.8% | -26.5% | -2.4% | -18.6% |
| 6M | -24.6% | -27.4% | +2.8% | -13.7% |
| YTD | +29.7% | -20.6% | +50.3% | +35.7% |
| All | +33.6% | -12.0% | +45.6% | +35.1% |
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