+460.5%
LRCX vs BAH
-3.7%
+464.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.6% | -1.4% |
| 7D | +9.5% | -1.3% | +10.9% | +9.6% |
| 30D | +3.1% | -6.6% | +9.7% | +3.6% |
| 3M | -3.4% | -7.2% | +3.8% | -2.2% |
| 6M | +49.7% | -10.0% | +59.7% | +51.6% |
| YTD | +84.9% | -12.5% | +97.3% | +86.1% |
| 1Y | +200.8% | -27.9% | +228.7% | +216.6% |
| 3Y | +385.1% | -31.4% | +416.5% | +392.8% |
| 5Y | +460.5% | -3.2% | +463.7% | +388.2% |
| All | +460.5% | -3.7% | +464.2% | +388.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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