+9,063.8%
LRCX vs EWT
+591.5%
+8,472.3%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | +9.5% | +2.1% | +7.4% | +7.6% |
| 30D | +3.1% | +9.4% | -6.3% | -4.7% |
| 3M | -3.4% | +10.9% | -14.3% | -9.8% |
| 6M | +49.7% | +57.9% | -8.3% | +3.8% |
| YTD | +84.9% | +75.9% | +8.9% | +17.7% |
| 1Y | +200.8% | +89.7% | +111.1% | +80.8% |
| 3Y | +385.1% | +200.9% | +184.2% | +102.3% |
| 5Y | +460.5% | +154.5% | +306.0% | +179.1% |
| 10Y | +3,866.3% | +520.8% | +3,345.5% | +959.7% |
| All | +9,063.8% | +591.5% | +8,472.3% | +1,150.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling