+361.6%
LRCX vs BWA
+70.7%
+290.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.8% |
| 7D | -3.1% | -1.3% | -1.7% | -2.4% |
| 30D | -8.6% | -2.9% | -5.6% | -7.1% |
| 3M | -17.7% | -10.7% | -7.0% | -12.2% |
| 6M | +36.4% | +26.5% | +9.9% | +22.2% |
| YTD | +74.5% | +49.1% | +25.4% | +40.5% |
| 1Y | +159.4% | +52.1% | +107.4% | +106.4% |
| 3Y | +361.6% | +72.6% | +289.0% | +204.3% |
| All | +361.6% | +70.7% | +290.9% | +204.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling