+416.0%
LRCX vs BB
-26.5%
+442.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.5% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | -8.6% | -12.5% | +4.0% | -4.6% |
| 3M | -17.7% | -17.4% | -0.2% | -12.7% |
| 6M | +36.4% | +119.1% | -82.8% | +5.1% |
| YTD | +74.5% | +102.4% | -27.8% | +37.9% |
| 1Y | +159.4% | +98.2% | +61.3% | +104.5% |
| 3Y | +361.6% | +46.9% | +314.7% | +276.8% |
| All | +416.0% | -26.5% | +442.5% | +377.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling