+2,520.1%
LRCX vs WING
+620.3%
+1,899.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.3% |
| 7D | +12.7% | -2.5% | +15.2% | +13.5% |
| 30D | -21.3% | +29.5% | -50.8% | -27.4% |
| 3M | -32.9% | +40.2% | -73.1% | -40.5% |
| 6M | -23.4% | +32.7% | -56.1% | -32.3% |
| YTD | +32.4% | -32.8% | +65.2% | +41.1% |
| 1Y | +48.0% | -31.7% | +79.7% | +56.3% |
| 3Y | +243.9% | -24.7% | +268.7% | +222.1% |
| 5Y | +280.6% | -0.5% | +281.1% | +201.6% |
| All | +2,520.1% | +620.3% | +1,899.8% | +1,139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling