+243.9%
LRCX vs BWA
+64.0%
+180.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.2% |
| 7D | +12.7% | +4.3% | +8.5% | +9.8% |
| 30D | -21.3% | -13.0% | -8.3% | -13.1% |
| 3M | -32.9% | -24.8% | -8.1% | -19.1% |
| 6M | -23.4% | -23.5% | +0.1% | -7.8% |
| YTD | +32.4% | +13.8% | +18.5% | +23.7% |
| 1Y | +48.0% | +13.4% | +34.6% | +38.5% |
| 3Y | +243.9% | +62.8% | +181.2% | +143.9% |
| All | +243.9% | +64.0% | +180.0% | +143.9% |
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