+1,328.4%
WDC vs LRCX
+354.5%
+974.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.6% | +1.2% | -0.1% |
| 7D | +4.4% | +1.8% | +2.6% | +2.9% |
| 30D | +5.3% | -4.3% | +9.6% | +8.8% |
| 3M | -5.9% | -7.3% | +1.4% | -0.2% |
| 6M | +73.2% | +38.6% | +34.7% | +37.7% |
| YTD | +167.8% | +74.4% | +93.4% | +83.6% |
| 1Y | +386.0% | +179.1% | +206.9% | +145.8% |
| All | +1,328.4% | +354.5% | +974.0% | +433.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling