+213,159.2%
LRCX vs BN
+15,531.3%
+197,627.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.5% |
| 7D | +12.7% | -1.0% | +13.7% | +13.4% |
| 30D | -21.3% | +14.0% | -35.2% | -26.8% |
| 3M | -32.9% | -9.0% | -23.9% | -29.8% |
| 6M | -23.4% | -8.8% | -14.6% | -20.2% |
| YTD | +32.4% | -10.3% | +42.6% | +39.0% |
| 1Y | +48.0% | -5.8% | +53.8% | +51.7% |
| 3Y | +243.9% | +94.8% | +149.2% | +145.1% |
| 5Y | +280.6% | +31.5% | +249.1% | +228.7% |
| 10Y | +2,547.5% | +291.9% | +2,255.6% | +1,294.6% |
| All | +213,159.2% | +15,531.3% | +197,627.9% | +30,517.6% |
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