+3,546.5%
LRCX vs BWA
+153.1%
+3,393.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -6.0% |
| 7D | +1.8% | -0.1% | +1.9% | +1.8% |
| 30D | -4.3% | -5.5% | +1.2% | -1.2% |
| 3M | -7.3% | -7.6% | +0.3% | -2.4% |
| 6M | +38.6% | +25.0% | +13.6% | +22.9% |
| YTD | +74.4% | +47.0% | +27.5% | +37.7% |
| 1Y | +179.1% | +54.0% | +125.1% | +114.0% |
| 3Y | +357.7% | +70.7% | +287.0% | +218.1% |
| 5Y | +424.9% | +86.7% | +338.2% | +238.2% |
| All | +3,546.5% | +153.1% | +3,393.4% | +1,876.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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