+3,549.0%
LRCX vs BBWI
-55.0%
+3,604.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | -1.6% |
| 7D | -3.1% | -4.8% | +1.8% | -2.0% |
| 30D | -8.6% | +3.5% | -12.0% | -9.9% |
| 3M | -17.7% | -0.3% | -17.4% | -18.8% |
| 6M | +36.4% | -5.4% | +41.7% | +35.2% |
| YTD | +74.5% | -4.7% | +79.3% | +71.6% |
| 1Y | +159.4% | -30.5% | +189.9% | +173.5% |
| 3Y | +361.6% | -44.3% | +405.9% | +395.4% |
| 5Y | +425.2% | -66.9% | +492.1% | +518.8% |
| All | +3,549.0% | -55.0% | +3,604.0% | +2,984.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling