+424.9%
LRCX vs BAX
-67.5%
+492.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.8% | -5.4% |
| 7D | +1.8% | -5.4% | +7.3% | +3.1% |
| 30D | -4.3% | -12.4% | +8.1% | -1.5% |
| 3M | -7.3% | +19.1% | -26.4% | -11.9% |
| 6M | +38.6% | +38.6% | -0.1% | +26.1% |
| YTD | +74.4% | +26.7% | +47.7% | +61.3% |
| 1Y | +179.1% | +1.0% | +178.1% | +172.0% |
| 3Y | +357.7% | -33.9% | +391.6% | +381.0% |
| 5Y | +424.9% | -67.0% | +491.9% | +558.7% |
| All | +424.9% | -67.5% | +492.3% | +558.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling