+277.1%
LRCX vs WING
+0.4%
+276.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.4% |
| 7D | +12.7% | -2.5% | +15.2% | +13.4% |
| 30D | -21.3% | +29.5% | -50.8% | -26.6% |
| 3M | -32.9% | +40.2% | -73.1% | -39.5% |
| 6M | -23.4% | +32.7% | -56.1% | -31.2% |
| YTD | +32.4% | -32.8% | +65.2% | +41.4% |
| 1Y | +48.0% | -31.7% | +79.7% | +56.6% |
| 3Y | +243.9% | -24.7% | +268.7% | +217.8% |
| All | +277.1% | +0.4% | +276.7% | +197.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling