+7,423.3%
LRCX vs BR
+1,282.8%
+6,140.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.7% |
| 7D | +1.8% | -6.0% | +7.8% | +5.2% |
| 30D | -4.3% | -0.9% | -3.5% | -4.4% |
| 3M | -7.3% | +16.4% | -23.7% | -17.7% |
| 6M | +38.6% | -8.2% | +46.7% | +40.0% |
| YTD | +74.4% | -23.2% | +97.6% | +93.5% |
| 1Y | +179.1% | -30.9% | +210.0% | +229.6% |
| 3Y | +357.7% | -5.0% | +362.7% | +332.5% |
| 5Y | +424.9% | +8.8% | +416.1% | +349.6% |
| 10Y | +3,642.4% | +190.1% | +3,452.3% | +1,674.5% |
| All | +7,423.3% | +1,282.8% | +6,140.5% | +1,390.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling