+277.1%
LRCX vs BP
+113.6%
+163.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.2% | -3.6% |
| 7D | +12.7% | +3.8% | +8.9% | +11.6% |
| 30D | -21.3% | -5.3% | -16.0% | -20.2% |
| 3M | -32.9% | +9.3% | -42.1% | -34.8% |
| 6M | -23.4% | +7.2% | -30.6% | -25.5% |
| YTD | +32.4% | +38.0% | -5.7% | +15.5% |
| 1Y | +48.0% | +33.2% | +14.8% | +30.5% |
| 3Y | +243.9% | +50.3% | +193.7% | +183.7% |
| All | +277.1% | +113.6% | +163.5% | +169.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling