+424.9%
LRCX vs BN
+30.5%
+394.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -4.7% |
| 7D | +1.8% | -5.9% | +7.7% | +6.5% |
| 30D | -4.3% | -15.1% | +10.8% | +8.1% |
| 3M | -7.3% | -14.6% | +7.2% | +4.0% |
| 6M | +38.6% | -8.4% | +47.0% | +47.2% |
| YTD | +74.4% | -16.8% | +91.2% | +98.3% |
| 1Y | +179.1% | -14.4% | +193.5% | +210.6% |
| 3Y | +357.7% | +70.1% | +287.6% | +196.1% |
| 5Y | +424.9% | +33.5% | +391.3% | +304.2% |
| All | +424.9% | +30.5% | +394.3% | +304.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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