+159.4%
LRCX vs BND
-0.6%
+160.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.4% |
| 7D | -3.1% | -1.0% | -2.1% | +1.2% |
| 30D | -8.6% | -1.1% | -7.4% | -4.1% |
| 3M | -17.7% | -1.9% | -15.8% | -10.9% |
| 6M | +36.4% | -1.6% | +38.0% | +46.4% |
| YTD | +74.5% | -1.2% | +75.8% | +88.1% |
| 1Y | +159.4% | -0.7% | +160.2% | +190.6% |
| All | +159.4% | -0.6% | +160.1% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 1y: compounded portfolio wealth divided by compounded BND 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…
1y analysis · Full analysis span regression · 6 months rolling