+20,781.8%
LRCX vs WAT
+10,789.1%
+9,992.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.6% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -8.6% | -1.9% | -6.7% | -8.0% |
| 3M | -17.7% | +13.5% | -31.2% | -21.7% |
| 6M | +36.4% | +37.2% | -0.9% | +20.3% |
| YTD | +74.5% | +7.5% | +67.0% | +68.0% |
| 1Y | +159.4% | +35.0% | +124.4% | +128.5% |
| 3Y | +361.6% | +55.1% | +306.5% | +276.4% |
| 5Y | +425.2% | -2.8% | +428.1% | +406.0% |
| 10Y | +3,645.0% | +170.2% | +3,474.8% | +2,424.6% |
| All | +20,781.8% | +10,789.1% | +9,992.8% | +6,974.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling