+281,108.8%
LRCX vs BRO
+25,535.4%
+255,573.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -3.1% | -7.3% | +4.3% | -1.3% |
| 30D | -8.6% | -6.9% | -1.7% | -7.2% |
| 3M | -17.7% | +10.7% | -28.3% | -21.3% |
| 6M | +36.4% | -2.7% | +39.0% | +33.9% |
| YTD | +74.5% | -16.3% | +90.9% | +77.3% |
| 1Y | +159.4% | -29.1% | +188.5% | +174.4% |
| 3Y | +361.6% | -7.8% | +369.4% | +349.2% |
| 5Y | +425.2% | +18.7% | +406.5% | +378.1% |
| 10Y | +3,645.0% | +291.9% | +3,353.1% | +2,552.7% |
| All | +281,108.8% | +25,535.4% | +255,573.3% | +210,373.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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