+361.3%
LRCX vs BAX
-34.3%
+395.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.8% | -5.4% |
| 7D | +1.8% | -5.4% | +7.3% | +3.2% |
| 30D | -4.3% | -12.4% | +8.1% | -1.3% |
| 3M | -7.3% | +19.1% | -26.4% | -12.2% |
| 6M | +38.6% | +38.6% | -0.1% | +25.1% |
| YTD | +74.4% | +26.7% | +47.7% | +60.2% |
| 1Y | +179.1% | +1.0% | +178.1% | +172.1% |
| All | +361.3% | -34.3% | +395.6% | +388.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 3y: compounded portfolio wealth divided by compounded BAX 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…
3y analysis · Full analysis span regression · 6 months rolling