+133,010.3%
LRCX vs BSX
+914.1%
+132,096.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -4.5% |
| 7D | +1.8% | -8.2% | +10.0% | +4.3% |
| 30D | -4.3% | -15.8% | +11.5% | +0.2% |
| 3M | -7.3% | -10.8% | +3.5% | -5.5% |
| 6M | +38.6% | -38.4% | +77.0% | +56.1% |
| YTD | +74.4% | -54.8% | +129.2% | +114.1% |
| 1Y | +179.1% | -59.0% | +238.2% | +251.4% |
| 3Y | +357.7% | -20.0% | +377.7% | +375.3% |
| 5Y | +424.9% | -3.1% | +427.9% | +416.7% |
| 10Y | +3,642.4% | +83.3% | +3,559.0% | +3,057.4% |
| All | +133,010.3% | +914.1% | +132,096.2% | +68,701.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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