+388.9%
LRCX vs RBA
+26.3%
+362.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.2% |
| 7D | +9.5% | -1.9% | +11.4% | +10.2% |
| 30D | +3.1% | -13.0% | +16.1% | +7.7% |
| 3M | -3.4% | -23.1% | +19.7% | +4.3% |
| 6M | +49.7% | -22.6% | +72.3% | +60.7% |
| YTD | +84.9% | -20.4% | +105.3% | +94.7% |
| 1Y | +200.8% | -29.6% | +230.4% | +233.9% |
| All | +388.9% | +26.3% | +362.6% | +353.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 3y: compounded portfolio wealth divided by compounded RBA 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…
3y analysis · Full analysis span regression · 6 months rolling