+16,159.1%
LRCX vs BLK
+12,788.7%
+3,370.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.1% |
| 7D | +1.8% | -5.2% | +7.0% | +4.9% |
| 30D | -4.3% | -7.0% | +2.7% | -0.4% |
| 3M | -7.3% | +5.7% | -13.0% | -10.9% |
| 6M | +38.6% | +11.0% | +27.5% | +29.9% |
| YTD | +74.4% | +0.9% | +73.5% | +72.5% |
| 1Y | +179.1% | -1.6% | +180.7% | +180.1% |
| 3Y | +357.7% | +64.5% | +293.2% | +246.7% |
| 5Y | +424.9% | +30.9% | +394.0% | +354.8% |
| 10Y | +3,642.4% | +275.1% | +3,367.3% | +1,846.9% |
| All | +16,159.1% | +12,788.7% | +3,370.3% | +1,852.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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