+424.9%
LRCX vs BMY
+22.8%
+402.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.6% |
| 7D | +1.8% | -6.4% | +8.2% | +1.9% |
| 30D | -4.3% | +0.2% | -4.5% | -4.4% |
| 3M | -7.3% | +16.0% | -23.3% | -7.6% |
| 6M | +38.6% | +8.3% | +30.2% | +38.6% |
| YTD | +74.4% | +22.2% | +52.2% | +73.8% |
| 1Y | +179.1% | +41.7% | +137.4% | +176.5% |
| 3Y | +357.7% | +20.7% | +337.0% | +363.8% |
| 5Y | +424.9% | +23.9% | +400.9% | +482.6% |
| All | +424.9% | +22.8% | +402.1% | +482.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 5y: compounded portfolio wealth divided by compounded BMY 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…
5y analysis · Full analysis span regression · 6 months rolling