+3,546.5%
LRCX vs W
+155.6%
+3,390.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.7% | -3.0% | -5.0% |
| 7D | +1.8% | +0.5% | +1.3% | +1.8% |
| 30D | -4.3% | -5.6% | +1.3% | -3.1% |
| 3M | -7.3% | +41.9% | -49.2% | -16.5% |
| 6M | +38.6% | +30.2% | +8.3% | +26.8% |
| YTD | +74.4% | -2.9% | +77.4% | +70.8% |
| 1Y | +179.1% | +11.6% | +167.5% | +160.2% |
| 3Y | +357.7% | +37.0% | +320.7% | +268.9% |
| 5Y | +424.9% | -62.8% | +487.7% | +391.5% |
| All | +3,546.5% | +155.6% | +3,390.8% | +1,717.9% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 10y: compounded portfolio wealth divided by compounded W 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…
10y analysis · Full analysis span regression · 6 months rolling