+297,723.7%
LRCX vs WY
+673.4%
+297,050.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +9.5% | -1.7% | +11.2% | +10.4% |
| 30D | +3.1% | -9.9% | +12.9% | +8.2% |
| 3M | -3.4% | -7.5% | +4.1% | -1.0% |
| 6M | +49.7% | -5.1% | +54.8% | +51.3% |
| YTD | +84.9% | -2.1% | +87.0% | +83.2% |
| 1Y | +200.8% | -7.3% | +208.2% | +205.3% |
| 3Y | +385.1% | -22.6% | +407.7% | +429.6% |
| 5Y | +460.5% | -19.8% | +480.3% | +505.9% |
| 10Y | +3,866.3% | +9.6% | +3,856.7% | +3,393.8% |
| All | +297,723.7% | +673.4% | +297,050.3% | +89,240.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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