+3,549.0%
LRCX vs BUD
-22.3%
+3,571.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.3% |
| 7D | -3.1% | -2.6% | -0.4% | -1.9% |
| 30D | -8.6% | -1.2% | -7.3% | -8.2% |
| 3M | -17.7% | -4.9% | -12.8% | -16.5% |
| 6M | +36.4% | +9.3% | +27.1% | +29.6% |
| YTD | +74.5% | +24.0% | +50.6% | +56.0% |
| 1Y | +159.4% | +34.5% | +124.9% | +121.9% |
| 3Y | +361.6% | +43.7% | +317.9% | +266.4% |
| 5Y | +425.2% | +46.0% | +379.2% | +307.2% |
| All | +3,549.0% | -22.3% | +3,571.3% | +3,155.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling