+11,458.5%
LRCX vs WTW
+1,101.3%
+10,357.3%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.2% | -5.9% |
| 7D | +1.8% | -7.8% | +9.6% | +5.4% |
| 30D | -4.3% | -7.9% | +3.6% | -1.1% |
| 3M | -7.3% | +19.9% | -27.3% | -16.5% |
| 6M | +38.6% | +9.8% | +28.8% | +28.2% |
| YTD | +74.4% | -3.3% | +77.8% | +69.3% |
| 1Y | +179.1% | -3.3% | +182.4% | +169.9% |
| 3Y | +357.7% | +61.5% | +296.1% | +230.2% |
| 5Y | +424.9% | +42.6% | +382.3% | +303.8% |
| 10Y | +3,642.4% | +197.1% | +3,445.3% | +1,944.4% |
| All | +11,458.5% | +1,101.3% | +10,357.3% | +4,188.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling