+416.0%
LRCX vs FWONK
+97.7%
+318.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -8.6% | -7.7% | -0.8% | -5.4% |
| 3M | -17.7% | +5.7% | -23.4% | -21.1% |
| 6M | +36.4% | +13.5% | +22.9% | +25.5% |
| YTD | +74.5% | -3.0% | +77.5% | +73.6% |
| 1Y | +159.4% | -6.4% | +165.9% | +162.5% |
| 3Y | +361.6% | +43.8% | +317.8% | +253.2% |
| All | +416.0% | +97.7% | +318.4% | +184.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling