+460.5%
LRCX vs W
-62.3%
+522.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +9.5% | +5.9% | +3.6% | +8.0% |
| 30D | +3.1% | -3.0% | +6.1% | +3.7% |
| 3M | -3.4% | +40.3% | -43.7% | -13.0% |
| 6M | +49.7% | +32.2% | +17.5% | +36.0% |
| YTD | +84.9% | -0.3% | +85.1% | +79.4% |
| 1Y | +200.8% | +16.2% | +184.7% | +177.0% |
| 3Y | +385.1% | +40.7% | +344.3% | +283.8% |
| 5Y | +460.5% | -62.3% | +522.8% | +406.7% |
| All | +460.5% | -62.3% | +522.8% | +406.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling