+18,420.3%
WDC vs LRCX
+311,577.1%
-293,156.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.6% |
| 7D | +7.5% | +9.5% | -2.1% | +3.6% |
| 30D | +10.1% | +3.1% | +7.0% | +8.8% |
| 3M | -6.8% | -3.4% | -3.4% | -4.4% |
| 6M | +84.1% | +49.7% | +34.5% | +59.8% |
| YTD | +180.3% | +84.9% | +95.4% | +125.7% |
| 1Y | +411.1% | +200.8% | +210.3% | +241.5% |
| 3Y | +1,375.0% | +385.1% | +989.9% | +714.9% |
| 5Y | +991.6% | +460.5% | +531.1% | +464.0% |
| 10Y | +1,309.1% | +3,866.3% | -2,557.2% | +267.1% |
| All | +18,420.3% | +311,577.1% | -293,156.9% | +1,093.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling