+361.6%
LRCX vs BNS
+130.5%
+231.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.5% |
| 7D | -3.1% | -0.4% | -2.7% | -2.8% |
| 30D | -8.6% | +3.5% | -12.0% | -11.3% |
| 3M | -17.7% | +14.1% | -31.7% | -26.0% |
| 6M | +36.4% | +33.8% | +2.6% | +9.3% |
| YTD | +74.5% | +29.5% | +45.1% | +43.3% |
| 1Y | +159.4% | +48.4% | +111.0% | +96.0% |
| 3Y | +361.6% | +129.6% | +232.0% | +161.2% |
| All | +361.6% | +130.5% | +231.1% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling