+42.8%
LRCX vs BP
+35.3%
+7.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.2% | +0.1% | -5.1% |
| 7D | -12.8% | -8.4% | -4.4% | -14.8% |
| 30D | -36.0% | +2.2% | -38.2% | -35.2% |
| 3M | -30.2% | +8.8% | -39.0% | -28.0% |
| 6M | -14.2% | -0.5% | -13.7% | -12.4% |
| YTD | +29.7% | +36.2% | -6.5% | +33.0% |
| 1Y | +42.8% | +36.6% | +6.2% | +45.8% |
| All | +42.8% | +35.3% | +7.5% | +45.8% |
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