+366.0%
WDC vs LRCX
+176.8%
+189.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -4.3% | -3.1% | -1.2% | -1.8% |
| 30D | -1.5% | -8.6% | +7.1% | +6.4% |
| 3M | -15.5% | -17.7% | +2.2% | -0.2% |
| 6M | +66.5% | +36.4% | +30.1% | +24.3% |
| YTD | +159.9% | +74.5% | +85.3% | +56.8% |
| 1Y | +366.0% | +159.4% | +206.5% | +94.6% |
| All | +366.0% | +176.8% | +189.2% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 1y: compounded portfolio wealth divided by compounded LRCX 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…
1y analysis · Full analysis span regression · 6 months rolling