+8,043.4%
LRCX vs WU
-19.6%
+8,063.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.6% |
| 7D | +1.9% | -0.8% | +2.7% | +2.2% |
| 30D | +0.1% | -1.1% | +1.2% | +0.4% |
| 3M | -8.5% | -3.9% | -4.6% | -9.1% |
| 6M | +38.1% | -20.7% | +58.7% | +49.1% |
| YTD | +80.1% | -18.4% | +98.4% | +90.7% |
| 1Y | +208.1% | -8.1% | +216.1% | +204.4% |
| 3Y | +350.2% | -24.2% | +374.4% | +372.3% |
| 5Y | +430.7% | -50.4% | +481.1% | +570.9% |
| 10Y | +3,633.2% | -40.0% | +3,673.3% | +4,116.4% |
| All | +8,043.4% | -19.6% | +8,063.0% | +7,052.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling