+290,000.8%
LRCX vs BBWI
+1,034.6%
+288,966.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +4.2% |
| 7D | +1.9% | +1.5% | +0.4% | +1.4% |
| 30D | +0.1% | -5.2% | +5.3% | +1.1% |
| 3M | -8.5% | +11.1% | -19.6% | -13.0% |
| 6M | +38.1% | -13.4% | +51.4% | +40.6% |
| YTD | +80.1% | +0.1% | +80.0% | +73.2% |
| 1Y | +208.1% | -36.1% | +244.2% | +237.3% |
| 3Y | +350.2% | -44.1% | +394.3% | +388.7% |
| 5Y | +430.7% | -66.2% | +496.9% | +553.7% |
| 10Y | +3,633.2% | -54.8% | +3,688.0% | +3,186.1% |
| All | +290,000.8% | +1,034.6% | +288,966.2% | +66,681.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling