+208.1%
LRCX vs NWSA
+5.5%
+202.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.8% | +6.9% | +4.2% |
| 7D | +1.9% | -1.9% | +3.8% | +1.0% |
| 30D | +0.1% | +4.6% | -4.5% | +2.5% |
| 3M | -8.5% | +13.2% | -21.7% | -0.7% |
| 6M | +38.1% | +27.0% | +11.1% | +49.5% |
| YTD | +80.1% | +16.8% | +63.2% | +98.4% |
| 1Y | +208.1% | +4.5% | +203.6% | +248.5% |
| All | +208.1% | +5.5% | +202.5% | +248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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