+3,549.0%
LRCX vs WCC
+541.6%
+3,007.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.7% | -1.8% |
| 7D | -3.1% | +1.5% | -4.6% | -3.8% |
| 30D | -8.6% | -2.1% | -6.4% | -7.5% |
| 3M | -17.7% | +3.8% | -21.5% | -18.3% |
| 6M | +36.4% | +35.0% | +1.4% | +19.8% |
| YTD | +74.5% | +46.4% | +28.2% | +47.9% |
| 1Y | +159.4% | +63.0% | +96.5% | +108.8% |
| 3Y | +361.6% | +133.9% | +227.6% | +198.8% |
| 5Y | +425.2% | +226.5% | +198.7% | +179.6% |
| All | +3,549.0% | +541.6% | +3,007.4% | +1,105.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling