+6,909.6%
LRCX vs BX
+873.6%
+6,036.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.7% | +2.2% | +0.1% |
| 7D | +9.5% | -5.7% | +15.2% | +12.1% |
| 30D | +3.1% | -8.9% | +12.0% | +6.8% |
| 3M | -3.4% | +8.4% | -11.8% | -7.4% |
| 6M | +49.7% | +18.9% | +30.8% | +37.3% |
| YTD | +84.9% | -13.6% | +98.5% | +92.9% |
| 1Y | +200.8% | -22.4% | +223.3% | +227.5% |
| 3Y | +385.1% | +26.0% | +359.0% | +329.1% |
| 5Y | +460.5% | +18.8% | +441.7% | +396.9% |
| 10Y | +3,866.3% | +668.7% | +3,197.5% | +1,747.6% |
| All | +6,909.6% | +873.6% | +6,036.0% | +2,331.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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