+416.0%
LRCX vs BNS
+94.7%
+321.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.6% |
| 3M | -17.7% | +14.1% | -31.7% | -27.0% |
| 6M | +36.4% | +33.8% | +2.6% | +5.7% |
| YTD | +74.5% | +29.5% | +45.1% | +39.2% |
| 1Y | +159.4% | +48.4% | +111.0% | +84.8% |
| 3Y | +361.6% | +129.6% | +232.0% | +121.4% |
| All | +416.0% | +94.7% | +321.4% | +200.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling