+302,042.5%
LRCX vs BN
+14,855.3%
+287,187.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.7% | +5.5% |
| 7D | +10.4% | -1.2% | +11.6% | +11.0% |
| 30D | +2.9% | -10.9% | +13.8% | +9.1% |
| 3M | -1.2% | -11.1% | +9.9% | +4.7% |
| 6M | +60.9% | -4.4% | +65.2% | +64.3% |
| YTD | +87.5% | -14.1% | +101.7% | +102.1% |
| 1Y | +206.6% | -11.1% | +217.7% | +225.3% |
| 3Y | +392.1% | +75.6% | +316.5% | +269.1% |
| 5Y | +478.4% | +35.8% | +442.6% | +394.0% |
| 10Y | +3,821.0% | +261.6% | +3,559.4% | +2,051.0% |
| All | +302,042.5% | +14,855.3% | +287,187.2% | +44,424.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling