+159.4%
LRCX vs BTI
+3.5%
+155.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.2% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | -8.6% | -1.1% | -7.5% | -8.7% |
| 3M | -17.7% | -8.8% | -8.9% | -18.4% |
| 6M | +36.4% | -4.0% | +40.3% | +32.8% |
| YTD | +74.5% | +0.4% | +74.2% | +72.0% |
| 1Y | +159.4% | +1.9% | +157.5% | +144.1% |
| All | +159.4% | +3.5% | +155.9% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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