+281,108.8%
LRCX vs BNY
+8,074.1%
+273,034.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | 0.0% |
| 7D | -3.1% | -1.3% | -1.7% | -2.5% |
| 30D | -8.6% | -0.2% | -8.4% | -8.5% |
| 3M | -17.7% | +14.9% | -32.6% | -23.1% |
| 6M | +36.4% | +40.0% | -3.6% | +15.9% |
| YTD | +74.5% | +42.0% | +32.6% | +47.2% |
| 1Y | +159.4% | +56.9% | +102.6% | +108.7% |
| 3Y | +361.6% | +289.9% | +71.7% | +140.5% |
| 5Y | +425.2% | +259.2% | +166.1% | +183.6% |
| 10Y | +3,645.0% | +413.3% | +3,231.7% | +1,582.3% |
| All | +281,108.8% | +8,074.1% | +273,034.7% | +23,494.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling