+3,549.0%
LRCX vs EWT
+523.5%
+3,025.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -2.4% |
| 7D | -3.1% | -1.1% | -1.9% | -1.5% |
| 30D | -8.6% | +4.5% | -13.0% | -13.8% |
| 3M | -17.7% | +8.3% | -25.9% | -24.7% |
| 6M | +36.4% | +54.2% | -17.9% | -22.1% |
| YTD | +74.5% | +74.6% | 0.0% | -15.1% |
| 1Y | +159.4% | +84.9% | +74.5% | +17.5% |
| 3Y | +361.6% | +197.5% | +164.1% | +9.7% |
| 5Y | +425.2% | +150.6% | +274.7% | +63.2% |
| All | +3,549.0% | +523.5% | +3,025.5% | +328.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 10y: compounded portfolio wealth divided by compounded EWT 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…
10y analysis · Full analysis span regression · 6 months rolling