+42.8%
LRCX vs WTW
+8.6%
+34.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.0% | -7.0% | -2.2% |
| 7D | -12.8% | +4.9% | -17.7% | -10.0% |
| 30D | -36.0% | +17.1% | -53.1% | -29.2% |
| 3M | -30.2% | -0.3% | -29.9% | -28.9% |
| 6M | -14.2% | +30.7% | -44.9% | +4.0% |
| YTD | +29.7% | +3.7% | +26.0% | +54.0% |
| 1Y | +42.8% | +5.9% | +36.9% | +70.6% |
| All | +42.8% | +8.6% | +34.2% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling