+460.5%
LRCX vs WAT
-4.9%
+465.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.7% |
| 7D | +9.5% | -1.8% | +11.3% | +10.4% |
| 30D | +3.1% | -1.7% | +4.8% | +3.7% |
| 3M | -3.4% | +9.1% | -12.5% | -7.7% |
| 6M | +49.7% | +32.4% | +17.3% | +29.2% |
| YTD | +84.9% | +6.6% | +78.3% | +75.9% |
| 1Y | +200.8% | +34.7% | +166.1% | +153.5% |
| 3Y | +385.1% | +53.6% | +331.5% | +263.5% |
| 5Y | +460.5% | -4.1% | +464.6% | +406.6% |
| All | +460.5% | -4.9% | +465.4% | +406.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling