+297,723.6%
LRCX vs BEN
+4,825.3%
+292,898.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.6% |
| 7D | +9.5% | +3.4% | +6.2% | +7.6% |
| 30D | +3.1% | +1.8% | +1.3% | +2.2% |
| 3M | -3.4% | +8.4% | -11.8% | -7.4% |
| 6M | +49.7% | +35.6% | +14.1% | +26.9% |
| YTD | +84.9% | +46.4% | +38.5% | +49.7% |
| 1Y | +200.8% | +46.3% | +154.5% | +143.4% |
| 3Y | +385.1% | +54.6% | +330.4% | +268.2% |
| 5Y | +460.5% | +39.4% | +421.1% | +349.6% |
| 10Y | +3,866.3% | +57.6% | +3,808.7% | +2,674.6% |
| All | +297,723.6% | +4,825.3% | +292,898.4% | +43,172.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling