+416.0%
LRCX vs BTG
+78.0%
+338.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -3.1% | -3.8% | +0.7% | -2.3% |
| 30D | -8.6% | +3.6% | -12.2% | -9.4% |
| 3M | -17.7% | +32.0% | -49.7% | -23.0% |
| 6M | +36.4% | +3.4% | +33.0% | +33.4% |
| YTD | +74.5% | +20.8% | +53.8% | +65.1% |
| 1Y | +159.4% | +22.4% | +137.0% | +143.3% |
| 3Y | +361.6% | +91.7% | +269.9% | +287.8% |
| All | +416.0% | +78.0% | +338.0% | +335.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling