+42.8%
LRCX vs WCC
+24.5%
+18.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.9% | +5.9% | +5.1% |
| 7D | -12.8% | -8.8% | -4.0% | -5.9% |
| 30D | -36.0% | -16.0% | -20.0% | -25.2% |
| 3M | -30.2% | -15.2% | -15.0% | -19.4% |
| 6M | -14.2% | -8.4% | -5.8% | -6.7% |
| YTD | +29.7% | +30.1% | -0.4% | +2.4% |
| 1Y | +42.8% | +26.4% | +16.4% | +12.3% |
| All | +42.8% | +24.5% | +18.3% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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