+35,862.9%
LRCX vs WWD
+15,408.5%
+20,454.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.1% | +4.7% |
| 7D | +1.9% | +1.3% | +0.6% | +1.4% |
| 30D | +0.1% | -7.2% | +7.2% | +3.1% |
| 3M | -8.5% | -3.8% | -4.6% | -7.4% |
| 6M | +38.1% | -9.9% | +48.0% | +44.1% |
| YTD | +80.1% | +14.8% | +65.2% | +69.6% |
| 1Y | +208.1% | +42.1% | +166.0% | +165.4% |
| 3Y | +350.2% | +170.8% | +179.4% | +199.1% |
| 5Y | +430.7% | +197.5% | +233.2% | +237.1% |
| 10Y | +3,633.2% | +477.8% | +3,155.4% | +1,659.1% |
| All | +35,862.9% | +15,408.5% | +20,454.4% | +5,979.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling