+916.1%
WDC vs LRCX
+421.1%
+495.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -4.3% | -3.1% | -1.2% | -2.2% |
| 30D | -1.5% | -8.6% | +7.1% | +5.0% |
| 3M | -15.5% | -17.7% | +2.2% | -2.7% |
| 6M | +66.5% | +36.4% | +30.1% | +35.8% |
| YTD | +159.9% | +74.5% | +85.3% | +81.7% |
| 1Y | +366.0% | +159.4% | +206.5% | +153.5% |
| 3Y | +1,285.8% | +361.6% | +924.2% | +402.7% |
| All | +916.1% | +421.1% | +495.0% | +211.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling