+424.9%
LRCX vs WAB
+220.1%
+204.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.6% | -5.6% |
| 7D | +1.8% | -0.2% | +2.0% | +2.1% |
| 30D | -4.3% | -5.9% | +1.6% | +1.4% |
| 3M | -7.3% | +9.4% | -16.7% | -14.9% |
| 6M | +38.6% | +13.8% | +24.7% | +23.1% |
| YTD | +74.4% | +31.8% | +42.7% | +36.0% |
| 1Y | +179.1% | +48.5% | +130.6% | +96.0% |
| 3Y | +357.7% | +167.0% | +190.7% | +88.8% |
| 5Y | +424.9% | +222.3% | +202.6% | +84.9% |
| All | +424.9% | +220.1% | +204.7% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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