+42.8%
LRCX vs BEN
+56.2%
-13.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.7% | -8.7% | -7.1% |
| 7D | -12.8% | +6.7% | -19.5% | -16.7% |
| 30D | -36.0% | +3.0% | -39.0% | -37.3% |
| 3M | -30.2% | -4.3% | -25.9% | -28.2% |
| 6M | -14.2% | +16.4% | -30.6% | -21.2% |
| YTD | +29.7% | +46.8% | -17.0% | -0.8% |
| 1Y | +42.8% | +57.3% | -14.6% | +2.9% |
| All | +42.8% | +56.2% | -13.4% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling