+42.8%
LRCX vs FWONK
+0.2%
+42.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.5% | -7.6% | -3.6% |
| 7D | -12.8% | +8.9% | -21.6% | -12.0% |
| 30D | -36.0% | +4.1% | -40.1% | -35.7% |
| 3M | -30.2% | +2.6% | -32.8% | -30.1% |
| 6M | -14.2% | +12.2% | -26.4% | -15.6% |
| YTD | +29.7% | +0.4% | +29.3% | +30.1% |
| 1Y | +42.8% | -1.8% | +44.6% | +52.4% |
| All | +42.8% | +0.2% | +42.6% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 1y: compounded portfolio wealth divided by compounded FWONK 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…
1y analysis · Full analysis span regression · 6 months rolling