+26,337.1%
LRCX vs WWD
+14,675.7%
+11,661.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.1% |
| 7D | +12.7% | +4.0% | +8.8% | +11.1% |
| 30D | -21.3% | +0.4% | -21.7% | -20.9% |
| 3M | -32.9% | -7.9% | -25.0% | -30.1% |
| 6M | -23.4% | -10.6% | -12.8% | -19.4% |
| YTD | +32.4% | +9.4% | +23.0% | +28.1% |
| 1Y | +48.0% | +25.7% | +22.3% | +34.8% |
| 3Y | +243.9% | +148.5% | +95.4% | +138.3% |
| 5Y | +280.6% | +189.5% | +91.1% | +146.8% |
| 10Y | +2,547.5% | +451.8% | +2,095.8% | +1,182.6% |
| All | +26,337.1% | +14,675.7% | +11,661.4% | +4,493.8% |
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