+21,587.4%
LRCX vs BB
+314.8%
+21,272.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -2.7% |
| 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% | -31.5% |
| YTD | +32.4% | +134.8% | -102.5% | +3.4% |
| 1Y | +48.0% | +104.6% | -56.6% | +19.3% |
| 3Y | +243.9% | +152.8% | +91.1% | +146.0% |
| 5Y | +280.6% | -17.4% | +298.0% | +250.5% |
| 10Y | +2,547.5% | +22.4% | +2,525.1% | +1,602.8% |
| All | +21,587.4% | +314.8% | +21,272.6% | +5,502.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling