+424.9%
LRCX vs WWD
+187.1%
+237.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.2% | -4.7% |
| 7D | +1.8% | -2.9% | +4.7% | +3.7% |
| 30D | -4.3% | -6.6% | +2.3% | -0.3% |
| 3M | -7.3% | -9.3% | +2.0% | -2.4% |
| 6M | +38.6% | -13.6% | +52.2% | +50.5% |
| YTD | +74.4% | +10.4% | +64.1% | +61.7% |
| 1Y | +179.1% | +39.9% | +139.2% | +120.9% |
| 3Y | +357.7% | +165.0% | +192.6% | +138.6% |
| 5Y | +424.9% | +183.8% | +241.1% | +152.1% |
| All | +424.9% | +187.1% | +237.8% | +152.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling