+38.6%
LRCX vs EWT
+54.5%
-15.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.5% | -3.1% | -1.9% |
| 7D | +1.8% | -1.1% | +2.9% | +3.6% |
| 30D | -4.3% | +4.8% | -9.1% | -10.6% |
| 3M | -7.3% | +11.1% | -18.5% | -18.2% |
| 6M | +38.6% | +54.6% | -16.1% | -19.5% |
| All | +38.6% | +54.5% | -15.9% | -19.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling