+12,741.7%
LRCX vs WBD
+288.3%
+12,453.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +9.5% | -1.7% | +11.2% | +10.1% |
| 30D | +3.1% | +3.9% | -0.8% | +1.8% |
| 3M | -3.4% | +5.1% | -8.5% | -4.9% |
| 6M | +49.7% | +0.6% | +49.1% | +49.7% |
| YTD | +84.9% | -3.2% | +88.0% | +87.1% |
| 1Y | +200.8% | +127.7% | +73.2% | +126.5% |
| 3Y | +385.1% | +146.6% | +238.5% | +228.8% |
| 5Y | +460.5% | +4.2% | +456.3% | +372.3% |
| 10Y | +3,866.3% | +13.7% | +3,852.6% | +2,565.3% |
| All | +12,741.7% | +288.3% | +12,453.3% | +4,591.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling