+208.1%
LRCX vs WCC
+61.8%
+146.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.9% | +1.3% | +1.7% |
| 7D | +1.9% | +4.5% | -2.6% | -1.9% |
| 30D | +0.1% | -5.8% | +5.9% | +5.2% |
| 3M | -8.5% | -3.7% | -4.8% | -5.5% |
| 6M | +38.1% | +23.1% | +15.0% | +19.1% |
| YTD | +80.1% | +44.2% | +35.9% | +39.6% |
| 1Y | +208.1% | +62.1% | +146.0% | +126.6% |
| All | +208.1% | +61.8% | +146.3% | +126.6% |
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