+361.3%
LRCX vs BTI
+108.0%
+253.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -5.5% |
| 7D | +1.8% | -2.0% | +3.8% | +1.6% |
| 30D | -4.3% | -3.4% | -0.9% | -4.6% |
| 3M | -7.3% | -9.0% | +1.7% | -8.1% |
| 6M | +38.6% | -5.0% | +43.6% | +37.2% |
| YTD | +74.4% | -0.3% | +74.8% | +73.7% |
| 1Y | +179.1% | +3.1% | +176.0% | +179.6% |
| All | +361.3% | +108.0% | +253.3% | +378.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling