+208.1%
LRCX vs BR
-29.1%
+237.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.4% | +8.5% | +2.7% |
| 7D | +1.9% | -5.3% | +7.2% | -1.8% |
| 30D | +0.1% | +6.4% | -6.4% | +5.1% |
| 3M | -8.5% | +13.6% | -22.1% | +4.9% |
| 6M | +38.1% | -6.7% | +44.8% | +44.7% |
| YTD | +80.1% | -21.1% | +101.2% | +79.7% |
| 1Y | +208.1% | -29.6% | +237.6% | +231.1% |
| All | +208.1% | -29.1% | +237.1% | +231.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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