+208.1%
LRCX vs WBD
+135.8%
+72.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | +1.9% | -1.8% | +3.7% | +2.4% |
| 30D | +0.1% | +8.8% | -8.7% | -2.2% |
| 3M | -8.5% | +4.6% | -13.1% | -9.5% |
| 6M | +38.1% | +1.1% | +37.0% | +37.6% |
| YTD | +80.1% | -2.0% | +82.0% | +80.4% |
| 1Y | +208.1% | +140.0% | +68.0% | +162.6% |
| All | +208.1% | +135.8% | +72.2% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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