+208.1%
LRCX vs BTG
+38.4%
+169.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.5% | +5.5% |
| 7D | +1.9% | -0.9% | +2.8% | +2.1% |
| 30D | +0.1% | +36.8% | -36.8% | -9.4% |
| 3M | -8.5% | +23.1% | -31.6% | -14.6% |
| 6M | +38.1% | +3.5% | +34.6% | +34.1% |
| YTD | +80.1% | +25.5% | +54.6% | +64.2% |
| 1Y | +208.1% | +40.1% | +168.0% | +157.9% |
| All | +208.1% | +38.4% | +169.7% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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