+12,121.9%
LRCX vs BG
+1,181.2%
+10,940.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +9.5% | +0.5% | +9.0% | +9.3% |
| 30D | +3.1% | +10.3% | -7.2% | -0.7% |
| 3M | -3.4% | -1.9% | -1.5% | -3.6% |
| 6M | +49.7% | +5.2% | +44.4% | +44.8% |
| YTD | +84.9% | +41.2% | +43.7% | +61.0% |
| 1Y | +200.8% | +50.5% | +150.3% | +154.1% |
| 3Y | +385.1% | +19.9% | +365.2% | +333.9% |
| 5Y | +460.5% | +86.7% | +373.8% | +317.1% |
| 10Y | +3,866.3% | +167.5% | +3,698.8% | +2,357.0% |
| All | +12,121.9% | +1,181.2% | +10,940.8% | +4,503.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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