+35,087.4%
LRCX vs BWA
+3,492.4%
+31,595.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.4% | +3.7% |
| 7D | +1.9% | +5.7% | -3.8% | -1.0% |
| 30D | +0.1% | +1.4% | -1.3% | -0.8% |
| 3M | -8.5% | -12.1% | +3.6% | -1.4% |
| 6M | +38.1% | +28.6% | +9.5% | +22.5% |
| YTD | +80.1% | +51.1% | +29.0% | +44.4% |
| 1Y | +208.1% | +55.9% | +152.2% | +142.9% |
| 3Y | +350.2% | +70.1% | +280.1% | +230.1% |
| 5Y | +430.7% | +90.7% | +340.0% | +263.9% |
| 10Y | +3,633.2% | +154.0% | +3,479.2% | +1,972.6% |
| All | +35,087.4% | +3,492.4% | +31,595.1% | +4,955.3% |
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 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