+3,129.3%
LRCX vs WING
+637.4%
+2,491.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.4% |
| 7D | +12.7% | -2.5% | +15.2% | +13.5% |
| 30D | -21.3% | +29.5% | -50.8% | -27.1% |
| 3M | -32.9% | +40.2% | -73.1% | -40.1% |
| 6M | -23.4% | +32.7% | -56.1% | -31.8% |
| YTD | +32.4% | -32.8% | +65.2% | +40.6% |
| 1Y | +48.0% | -31.7% | +79.7% | +55.8% |
| 3Y | +243.9% | -24.7% | +268.7% | +226.0% |
| 5Y | +280.6% | -0.5% | +281.1% | +210.2% |
| 10Y | +2,547.5% | +647.5% | +1,900.0% | +1,269.4% |
| All | +3,129.3% | +637.4% | +2,491.9% | +1,539.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling