+159.4%
LRCX vs BP
+40.7%
+118.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -3.1% | +5.2% | -8.3% | -1.9% |
| 30D | -8.6% | +8.7% | -17.3% | -6.7% |
| 3M | -17.7% | +9.3% | -27.0% | -14.9% |
| 6M | +36.4% | +13.6% | +22.8% | +38.4% |
| YTD | +74.5% | +37.7% | +36.9% | +76.1% |
| 1Y | +159.4% | +40.6% | +118.8% | +160.3% |
| All | +159.4% | +40.7% | +118.7% | +160.3% |
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