+5,076.4%
LRCX vs BIL
+31.3%
+5,045.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +26.2% | +0.1% | +26.2% | +26.6% |
| 30D | -22.4% | +0.3% | -22.7% | -21.4% |
| 3M | -28.2% | +0.9% | -29.2% | -25.7% |
| 6M | -19.0% | +1.8% | -20.9% | -13.3% |
| YTD | +37.0% | +3.1% | +33.8% | +53.2% |
| 1Y | +45.5% | +3.7% | +41.8% | +65.9% |
| 3Y | +249.7% | +13.8% | +235.9% | +448.1% |
| 5Y | +293.9% | +20.2% | +273.6% | +656.7% |
| 10Y | +2,639.6% | +26.1% | +2,613.5% | +6,398.4% |
| All | +5,076.4% | +31.3% | +5,045.1% | +10,906.3% |
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