+290,000.9%
LRCX vs BAC
+1,396.9%
+288,604.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +1.9% | +1.1% | +0.8% | +1.5% |
| 30D | +0.1% | -0.4% | +0.5% | +0.1% |
| 3M | -8.5% | +16.9% | -25.4% | -14.2% |
| 6M | +38.1% | +26.6% | +11.5% | +25.7% |
| YTD | +80.1% | +15.8% | +64.3% | +69.6% |
| 1Y | +208.1% | +27.2% | +180.9% | +179.8% |
| 3Y | +350.2% | +132.4% | +217.8% | +221.4% |
| 5Y | +430.7% | +72.6% | +358.1% | +323.8% |
| 10Y | +3,633.2% | +389.7% | +3,243.5% | +1,915.6% |
| All | +290,000.9% | +1,396.9% | +288,604.1% | +50,795.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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