+7.0%
WMT vs LRCX
+216.8%
-209.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.1% | -6.3% | -0.9% |
| 7D | +3.9% | +1.9% | +2.0% | +4.0% |
| 30D | -4.4% | +0.1% | -4.5% | -4.3% |
| 3M | -8.8% | -8.5% | -0.3% | -8.6% |
| 6M | -15.6% | +38.1% | -53.7% | -15.5% |
| YTD | -3.2% | +80.1% | -83.3% | -1.6% |
| 1Y | +7.0% | +208.1% | -201.0% | +6.9% |
| All | +7.0% | +216.8% | -209.7% | +6.9% |
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