+3,546.5%
LRCX vs BIL
+25.2%
+3,521.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.7% | -5.6% |
| 7D | +1.8% | +0.1% | +1.8% | +1.9% |
| 30D | -4.3% | +0.3% | -4.6% | -4.1% |
| 3M | -7.3% | +0.9% | -8.2% | -7.2% |
| 6M | +38.6% | +1.8% | +36.8% | +36.8% |
| YTD | +74.4% | +2.5% | +72.0% | +69.9% |
| 1Y | +179.1% | +3.7% | +175.4% | +167.0% |
| 3Y | +357.7% | +14.1% | +343.6% | +170.1% |
| 5Y | +424.9% | +19.4% | +405.4% | +137.5% |
| All | +3,546.5% | +25.2% | +3,521.2% | +1,461.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling