+208.1%
LRCX vs BP
+34.1%
+173.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.2% |
| 7D | +1.9% | +3.9% | -2.0% | +2.9% |
| 30D | +0.1% | +7.6% | -7.5% | +2.0% |
| 3M | -8.5% | +0.7% | -9.2% | -7.2% |
| 6M | +38.1% | +15.5% | +22.6% | +38.8% |
| YTD | +80.1% | +30.8% | +49.2% | +81.2% |
| 1Y | +208.1% | +34.3% | +173.8% | +210.5% |
| All | +208.1% | +34.1% | +173.9% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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