+25,767.0%
LRCX vs BWA
+2,606.8%
+23,160.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | +12.7% | +4.3% | +8.5% | +10.4% |
| 30D | -21.3% | -13.0% | -8.3% | -14.5% |
| 3M | -32.9% | -24.8% | -8.1% | -21.5% |
| 6M | -23.4% | -23.5% | +0.1% | -10.6% |
| YTD | +32.4% | +13.8% | +18.5% | +24.0% |
| 1Y | +48.0% | +13.4% | +34.6% | +38.7% |
| 3Y | +243.9% | +62.8% | +181.2% | +163.2% |
| 5Y | +280.6% | +28.5% | +252.1% | +223.7% |
| 10Y | +2,547.5% | +95.4% | +2,452.1% | +1,606.0% |
| All | +25,767.0% | +2,606.8% | +23,160.2% | +4,239.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling