+456.3%
LRCX vs BWA
+85.3%
+371.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.5% |
| 7D | +9.5% | +0.1% | +9.4% | +9.4% |
| 30D | +3.1% | -5.6% | +8.6% | +6.7% |
| 3M | -3.4% | -10.7% | +7.3% | +4.1% |
| 6M | +49.7% | +23.2% | +26.5% | +33.5% |
| YTD | +84.9% | +46.0% | +38.9% | +45.0% |
| 1Y | +200.8% | +51.2% | +149.7% | +130.5% |
| 3Y | +385.1% | +69.6% | +315.5% | +231.2% |
| All | +456.3% | +85.3% | +371.0% | +236.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling