+460.5%
LRCX vs RBA
+39.8%
+420.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.9% |
| 3M | -3.4% | -23.1% | +19.7% | +4.8% |
| 6M | +49.7% | -22.6% | +72.3% | +61.6% |
| YTD | +84.9% | -20.4% | +105.3% | +96.3% |
| 1Y | +200.8% | -29.6% | +230.4% | +234.8% |
| 3Y | +385.1% | +26.6% | +358.5% | +332.0% |
| 5Y | +460.5% | +38.2% | +422.3% | +353.4% |
| All | +460.5% | +39.8% | +420.7% | +353.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling