+7,270.4%
LRCX vs BND
+76.2%
+7,194.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.5% |
| 7D | +9.5% | -0.1% | +9.7% | +9.5% |
| 30D | +3.1% | -0.2% | +3.3% | +3.0% |
| 3M | -3.4% | -0.7% | -2.7% | -3.5% |
| 6M | +49.7% | -1.7% | +51.4% | +49.0% |
| YTD | +84.9% | -0.5% | +85.4% | +84.5% |
| 1Y | +200.8% | +0.4% | +200.5% | +201.0% |
| 3Y | +385.1% | +13.1% | +371.9% | +401.5% |
| 5Y | +460.5% | -2.1% | +462.6% | +419.9% |
| 10Y | +3,866.3% | +15.7% | +3,850.6% | +4,402.2% |
| All | +7,270.4% | +76.2% | +7,194.2% | +14,783.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling