+4,292.9%
LRCX vs WING
+405.9%
+3,887.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.4% |
| 7D | +1.9% | -3.9% | +5.8% | +2.9% |
| 30D | +0.1% | -11.6% | +11.7% | +2.6% |
| 3M | -8.5% | -24.2% | +15.7% | -2.8% |
| 6M | +38.1% | -54.1% | +92.1% | +67.7% |
| YTD | +80.1% | -53.9% | +134.0% | +114.7% |
| 1Y | +208.1% | -64.4% | +272.4% | +293.1% |
| 3Y | +350.2% | -30.2% | +380.4% | +331.5% |
| 5Y | +430.7% | -34.1% | +464.8% | +388.4% |
| 10Y | +3,633.2% | +342.1% | +3,291.1% | +2,105.2% |
| All | +4,292.9% | +405.9% | +3,887.1% | +2,403.4% |
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