+30,626.3%
LRCX vs BB
+266.8%
+30,359.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +1.9% | +3.6% |
| 7D | +10.4% | +0.5% | +9.9% | +10.3% |
| 30D | +2.9% | -12.4% | +15.3% | +6.5% |
| 3M | -1.2% | -15.3% | +14.1% | +3.0% |
| 6M | +60.9% | +128.8% | -67.9% | +27.2% |
| YTD | +87.5% | +107.7% | -20.1% | +52.0% |
| 1Y | +206.6% | +103.9% | +102.8% | +148.1% |
| 3Y | +392.1% | +72.6% | +319.5% | +287.0% |
| 5Y | +478.4% | -24.3% | +502.7% | +443.7% |
| 10Y | +3,821.0% | +3.1% | +3,817.9% | +2,548.2% |
| All | +30,626.3% | +266.8% | +30,359.6% | +8,137.4% |
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 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