+209,827.1%
LRCX vs BA
+1,526.1%
+208,301.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | -3.6% | 0.0% | -3.7% | -3.5% |
| 30D | -30.3% | -8.9% | -21.3% | -27.3% |
| 3M | -27.3% | -25.5% | -1.8% | -16.9% |
| 6M | -24.2% | -27.0% | +2.7% | -13.1% |
| YTD | +30.3% | -20.1% | +50.4% | +42.8% |
| 1Y | +34.3% | -11.0% | +45.3% | +39.3% |
| 3Y | +232.6% | -11.8% | +244.5% | +232.0% |
| 5Y | +286.2% | -20.6% | +306.8% | +292.4% |
| 10Y | +2,547.4% | +26.6% | +2,520.8% | +1,683.1% |
| All | +209,827.1% | +1,526.1% | +208,301.0% | +35,454.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling