+460.5%
LRCX vs BUD
+44.7%
+415.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.7% |
| 7D | +9.5% | -1.3% | +10.9% | +10.0% |
| 30D | +3.1% | -6.1% | +9.2% | +5.2% |
| 3M | -3.4% | -3.8% | +0.4% | -2.8% |
| 6M | +49.7% | +8.2% | +41.5% | +43.9% |
| YTD | +84.9% | +23.6% | +61.3% | +68.9% |
| 1Y | +200.8% | +33.4% | +167.4% | +165.8% |
| 3Y | +385.1% | +45.3% | +339.7% | +291.5% |
| 5Y | +460.5% | +44.3% | +416.2% | +354.0% |
| All | +460.5% | +44.7% | +415.8% | +354.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling