+361.3%
LRCX vs BB
+62.2%
+299.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.7% | -2.9% | -4.9% |
| 7D | +1.8% | -2.1% | +3.9% | +2.5% |
| 30D | -4.3% | -16.0% | +11.7% | +0.4% |
| 3M | -7.3% | -14.5% | +7.2% | -3.0% |
| 6M | +38.6% | +118.6% | -80.0% | +14.9% |
| YTD | +74.4% | +98.9% | -24.5% | +47.9% |
| 1Y | +179.1% | +99.5% | +79.6% | +135.5% |
| All | +361.3% | +62.2% | +299.1% | +256.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling