+302,042.5%
LRCX vs BAX
+862.9%
+301,179.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.8% | +7.9% | +5.3% |
| 7D | +10.4% | -2.4% | +12.8% | +11.2% |
| 30D | +2.9% | -9.7% | +12.6% | +5.9% |
| 3M | -1.2% | +29.3% | -30.4% | -9.8% |
| 6M | +60.9% | +40.7% | +20.2% | +42.6% |
| YTD | +87.5% | +30.3% | +57.3% | +69.0% |
| 1Y | +206.6% | +3.4% | +203.3% | +194.4% |
| 3Y | +392.1% | -32.0% | +424.1% | +423.4% |
| 5Y | +478.4% | -66.9% | +545.3% | +654.4% |
| 10Y | +3,821.0% | -37.1% | +3,858.1% | +4,140.8% |
| All | +302,042.5% | +862.9% | +301,179.6% | +91,358.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling