+7,802.3%
LRCX vs NWSA
+122.3%
+7,680.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.2% |
| 7D | +9.5% | -3.1% | +12.6% | +11.3% |
| 30D | +3.1% | +4.3% | -1.2% | +0.5% |
| 3M | -3.4% | +9.2% | -12.6% | -10.3% |
| 6M | +49.7% | +21.6% | +28.1% | +29.5% |
| YTD | +84.9% | +14.2% | +70.6% | +64.2% |
| 1Y | +200.8% | +1.8% | +199.1% | +184.6% |
| 3Y | +385.1% | +44.4% | +340.6% | +272.5% |
| 5Y | +460.5% | +41.0% | +419.5% | +328.7% |
| 10Y | +3,866.3% | +150.0% | +3,716.2% | +1,964.0% |
| All | +7,802.3% | +122.3% | +7,680.0% | +4,162.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling