+9,016.6%
LRCX vs BTG
+370.1%
+8,646.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.2% | -2.4% | -5.4% |
| 7D | +1.8% | -5.8% | +7.6% | +2.4% |
| 30D | -4.3% | +5.7% | -10.0% | -4.8% |
| 3M | -7.3% | +38.1% | -45.5% | -10.3% |
| 6M | +38.6% | +0.3% | +38.2% | +37.7% |
| YTD | +74.4% | +19.9% | +54.5% | +70.5% |
| 1Y | +179.1% | +24.6% | +154.5% | +171.6% |
| 3Y | +357.7% | +96.6% | +261.1% | +324.6% |
| 5Y | +424.9% | +77.7% | +347.2% | +386.9% |
| 10Y | +3,642.4% | +150.7% | +3,491.6% | +3,239.0% |
| All | +9,016.6% | +370.1% | +8,646.5% | +8,540.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling