+7,778.0%
LRCX vs BAH
+886.2%
+6,891.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.5% |
| 7D | +1.9% | -3.2% | +5.1% | +2.8% |
| 30D | +0.1% | +2.0% | -1.9% | -0.8% |
| 3M | -8.5% | -7.6% | -0.9% | -7.5% |
| 6M | +38.1% | -5.7% | +43.7% | +36.8% |
| YTD | +80.1% | -11.7% | +91.8% | +79.8% |
| 1Y | +208.1% | -27.4% | +235.4% | +226.7% |
| 3Y | +350.2% | -32.5% | +382.8% | +369.2% |
| 5Y | +430.7% | -3.3% | +434.0% | +368.5% |
| 10Y | +3,633.2% | +186.0% | +3,447.2% | +2,201.9% |
| All | +7,778.0% | +886.2% | +6,891.8% | +3,091.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling