+6,704.8%
LRCX vs BIL
+30.4%
+6,674.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.2% |
| 7D | +1.9% | +0.1% | +1.8% | +2.2% |
| 30D | +0.1% | +0.3% | -0.3% | +1.3% |
| 3M | -8.5% | +0.9% | -9.4% | -5.2% |
| 6M | +38.1% | +1.8% | +36.2% | +47.5% |
| YTD | +80.1% | +2.4% | +77.6% | +96.4% |
| 1Y | +208.1% | +3.7% | +204.3% | +251.4% |
| 3Y | +350.2% | +14.2% | +336.0% | +612.5% |
| 5Y | +430.7% | +19.4% | +411.3% | +893.4% |
| 10Y | +3,633.2% | +25.2% | +3,608.0% | +8,506.9% |
| All | +6,704.8% | +30.4% | +6,674.4% | +14,003.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling