+361.6%
LRCX vs WU
-28.7%
+390.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -3.1% | -3.5% | +0.4% | -2.6% |
| 30D | -8.6% | -2.9% | -5.6% | -8.2% |
| 3M | -17.7% | -2.3% | -15.4% | -18.9% |
| 6M | +36.4% | -25.4% | +61.7% | +41.6% |
| YTD | +74.5% | -21.2% | +95.7% | +78.8% |
| 1Y | +159.4% | -8.9% | +168.3% | +154.2% |
| 3Y | +361.6% | -29.0% | +390.5% | +359.0% |
| All | +361.6% | -28.7% | +390.3% | +359.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling