+297,723.7%
LRCX vs BTI
+5,940.0%
+291,783.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.1% |
| 7D | +9.5% | -2.4% | +12.0% | +10.2% |
| 30D | +3.1% | -4.8% | +7.8% | +4.2% |
| 3M | -3.4% | -8.1% | +4.7% | -2.1% |
| 6M | +49.7% | -4.2% | +53.9% | +49.6% |
| YTD | +84.9% | -1.3% | +86.2% | +83.4% |
| 1Y | +200.8% | +2.1% | +198.7% | +195.4% |
| 3Y | +385.1% | +108.9% | +276.1% | +288.4% |
| 5Y | +460.5% | +114.5% | +346.0% | +343.8% |
| 10Y | +3,866.3% | +72.2% | +3,794.0% | +3,162.8% |
| All | +297,723.7% | +5,940.0% | +291,783.7% | +117,509.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling