+243.9%
LRCX vs BB
+147.9%
+96.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -2.6% |
| 7D | +12.7% | +1.8% | +10.9% | +12.3% |
| 30D | -21.3% | +8.1% | -29.4% | -22.9% |
| 3M | -32.9% | -1.0% | -31.9% | -33.1% |
| 6M | -23.4% | +45.9% | -69.3% | -30.3% |
| YTD | +32.4% | +134.8% | -102.5% | +6.1% |
| 1Y | +48.0% | +104.6% | -56.6% | +22.1% |
| 3Y | +243.9% | +152.8% | +91.1% | +151.5% |
| All | +243.9% | +147.9% | +96.0% | +151.5% |
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