+10,016.7%
LRCX vs BUD
+217.8%
+9,798.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.9% |
| 7D | +12.7% | +1.0% | +11.7% | +12.1% |
| 30D | -21.3% | +6.7% | -27.9% | -24.5% |
| 3M | -32.9% | +5.7% | -38.6% | -35.8% |
| 6M | -23.4% | +5.8% | -29.2% | -27.4% |
| YTD | +32.4% | +34.4% | -2.0% | +11.1% |
| 1Y | +48.0% | +33.3% | +14.8% | +24.6% |
| 3Y | +243.9% | +48.8% | +195.1% | +162.5% |
| 5Y | +280.6% | +52.5% | +228.1% | +182.6% |
| 10Y | +2,547.5% | -4.0% | +2,551.5% | +2,216.9% |
| All | +10,016.7% | +217.8% | +9,798.9% | +4,168.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling