+208.1%
LRCX vs BNY
+59.6%
+148.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +4.9% |
| 7D | +1.9% | +1.4% | +0.5% | +0.7% |
| 30D | +0.1% | +3.8% | -3.8% | -2.8% |
| 3M | -8.5% | +14.9% | -23.4% | -17.7% |
| 6M | +38.1% | +40.3% | -2.3% | +5.4% |
| YTD | +80.1% | +43.8% | +36.3% | +31.2% |
| 1Y | +208.1% | +58.9% | +149.2% | +109.6% |
| All | +208.1% | +59.6% | +148.5% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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