+446.3%
LRCX vs BA
-1.7%
+448.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.7% |
| 7D | +1.9% | +1.2% | +0.7% | +1.4% |
| 30D | +0.1% | -11.6% | +11.7% | +6.0% |
| 3M | -8.5% | -2.4% | -6.1% | -7.9% |
| 6M | +38.1% | -6.6% | +44.7% | +41.0% |
| YTD | +80.1% | -2.2% | +82.3% | +79.8% |
| 1Y | +208.1% | -8.0% | +216.1% | +214.3% |
| 3Y | +350.2% | -5.0% | +355.2% | +332.3% |
| All | +446.3% | -1.7% | +448.0% | +377.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling