+281,108.8%
LRCX vs BDX
+5,179.2%
+275,929.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -3.1% | -3.2% | +0.1% | -1.9% |
| 30D | -8.6% | -2.5% | -6.0% | -7.9% |
| 3M | -17.7% | +21.4% | -39.1% | -24.7% |
| 6M | +36.4% | +10.4% | +25.9% | +28.7% |
| YTD | +74.5% | +18.8% | +55.7% | +59.9% |
| 1Y | +159.4% | +21.7% | +137.8% | +134.7% |
| 3Y | +361.6% | -10.0% | +371.5% | +360.1% |
| 5Y | +425.2% | -1.8% | +427.1% | +400.5% |
| 10Y | +3,645.0% | +58.8% | +3,586.2% | +2,856.3% |
| All | +281,108.8% | +5,179.2% | +275,929.5% | +48,584.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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