+3,549.0%
LRCX vs WWD
+498.2%
+3,050.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.7% |
| 7D | -3.1% | -2.6% | -0.5% | -1.7% |
| 30D | -8.6% | -6.9% | -1.6% | -5.0% |
| 3M | -17.7% | -13.0% | -4.6% | -11.8% |
| 6M | +36.4% | -12.5% | +48.8% | +46.0% |
| YTD | +74.5% | +11.8% | +62.7% | +62.4% |
| 1Y | +159.4% | +41.1% | +118.4% | +111.3% |
| 3Y | +361.6% | +163.1% | +198.5% | +165.2% |
| 5Y | +425.2% | +187.6% | +237.6% | +181.9% |
| All | +3,549.0% | +498.2% | +3,050.8% | +1,219.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling