+37,355.7%
LRCX vs WWD
+15,097.2%
+22,258.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.0% | +6.2% | +5.0% |
| 7D | +10.4% | +0.8% | +9.6% | +10.0% |
| 30D | +2.9% | -6.4% | +9.3% | +5.6% |
| 3M | -1.2% | -5.6% | +4.4% | +0.7% |
| 6M | +60.9% | -9.1% | +70.0% | +67.1% |
| YTD | +87.5% | +12.5% | +75.0% | +78.0% |
| 1Y | +206.6% | +41.3% | +165.3% | +164.7% |
| 3Y | +392.1% | +170.2% | +221.9% | +227.1% |
| 5Y | +478.4% | +192.5% | +285.9% | +269.9% |
| 10Y | +3,821.0% | +476.9% | +3,344.1% | +1,749.9% |
| All | +37,355.7% | +15,097.2% | +22,258.5% | +6,281.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WWD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling