+17,331.3%
LRCX vs WAB
+4,115.8%
+13,215.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.9% |
| 7D | +10.4% | +1.7% | +8.8% | +9.6% |
| 30D | +2.9% | -2.4% | +5.3% | +4.2% |
| 3M | -1.2% | +9.7% | -10.8% | -5.2% |
| 6M | +60.9% | +16.5% | +44.3% | +50.8% |
| YTD | +87.5% | +33.7% | +53.8% | +65.3% |
| 1Y | +206.6% | +49.7% | +157.0% | +157.4% |
| 3Y | +392.1% | +170.9% | +221.2% | +218.6% |
| 5Y | +478.4% | +228.0% | +250.4% | +248.6% |
| 10Y | +3,821.0% | +284.8% | +3,536.2% | +1,960.9% |
| All | +17,331.3% | +4,115.8% | +13,215.5% | +3,071.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling