+3,549.0%
LRCX vs BB
+1.6%
+3,547.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.4% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | -8.6% | -12.5% | +4.0% | -5.4% |
| 3M | -17.7% | -17.4% | -0.2% | -13.7% |
| 6M | +36.4% | +119.1% | -82.8% | +10.9% |
| YTD | +74.5% | +102.4% | -27.8% | +44.7% |
| 1Y | +159.4% | +98.2% | +61.3% | +115.0% |
| 3Y | +361.6% | +46.9% | +314.7% | +287.4% |
| 5Y | +425.2% | -26.4% | +451.6% | +392.5% |
| All | +3,549.0% | +1.6% | +3,547.4% | +2,296.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling