+259.1%
LRCX vs BIL
+13.4%
+245.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +6.5% | +0.1% | +6.4% | +7.0% |
| 30D | -23.8% | 0.0% | -23.8% | -21.3% |
| 3M | -24.2% | +0.6% | -24.8% | -9.2% |
| 6M | -20.2% | +1.5% | -21.7% | +18.1% |
| YTD | +38.2% | +2.8% | +35.4% | +150.7% |
| 1Y | +48.9% | +3.3% | +45.5% | +197.9% |
| All | +259.1% | +13.4% | +245.7% | +437.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling