+424.9%
LRCX vs SBAC
-45.4%
+470.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.8% | -2.8% | -5.3% |
| 7D | +1.8% | -5.3% | +7.1% | +2.5% |
| 30D | -4.3% | +0.4% | -4.7% | -4.4% |
| 3M | -7.3% | -11.9% | +4.6% | -5.8% |
| 6M | +38.6% | -4.5% | +43.0% | +38.2% |
| YTD | +74.4% | -4.3% | +78.8% | +73.5% |
| 1Y | +179.1% | -3.9% | +183.0% | +177.1% |
| 3Y | +357.7% | -11.0% | +368.7% | +343.1% |
| 5Y | +424.9% | -44.1% | +469.0% | +530.0% |
| All | +424.9% | -45.4% | +470.2% | +530.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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