+42.8%
LRCX vs WAT
+32.9%
+9.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.7% |
| 7D | -12.8% | -1.9% | -10.8% | -12.0% |
| 30D | -36.0% | +6.2% | -42.2% | -37.4% |
| 3M | -30.2% | +18.1% | -48.3% | -35.3% |
| 6M | -14.2% | +54.9% | -69.1% | -30.3% |
| YTD | +29.7% | +23.1% | +6.6% | +12.1% |
| 1Y | +42.8% | +27.3% | +15.5% | +20.8% |
| All | +42.8% | +32.9% | +9.9% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling