+9,012.8%
WMT vs LRCX
+294,189.4%
-285,176.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | 0.0% | -3.1% | +3.1% | +0.3% |
| 30D | -7.4% | -8.6% | +1.1% | -6.8% |
| 3M | -10.9% | -17.7% | +6.8% | -10.1% |
| 6M | -12.7% | +36.4% | -49.0% | -16.5% |
| YTD | -3.2% | +74.5% | -77.8% | -9.9% |
| 1Y | +5.3% | +159.4% | -154.2% | -6.0% |
| 3Y | +101.9% | +361.6% | -259.7% | +67.5% |
| 5Y | +134.6% | +425.2% | -290.7% | +88.6% |
| 10Y | +440.4% | +3,645.0% | -3,204.6% | +247.7% |
| All | +9,012.8% | +294,189.4% | -285,176.6% | +2,612.4% |
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