+460.5%
LRCX vs BBWI
-68.8%
+529.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | +0.5% |
| 7D | +9.5% | -4.4% | +14.0% | +11.0% |
| 30D | +3.1% | -7.4% | +10.5% | +4.7% |
| 3M | -3.4% | -2.2% | -1.2% | -4.4% |
| 6M | +49.7% | -16.3% | +66.0% | +53.9% |
| YTD | +84.9% | -9.1% | +94.0% | +83.3% |
| 1Y | +200.8% | -34.5% | +235.4% | +228.4% |
| 3Y | +385.1% | -47.0% | +432.0% | +432.8% |
| 5Y | +460.5% | -68.8% | +529.3% | +644.0% |
| All | +460.5% | -68.8% | +529.3% | +644.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling