+424.9%
LRCX vs WCC
+211.6%
+213.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.2% | -2.4% | -3.8% |
| 7D | +1.8% | +1.7% | +0.2% | +1.0% |
| 30D | -4.3% | -6.1% | +1.8% | -0.7% |
| 3M | -7.3% | +3.1% | -10.4% | -7.6% |
| 6M | +38.6% | +28.2% | +10.3% | +23.1% |
| YTD | +74.4% | +41.1% | +33.3% | +47.7% |
| 1Y | +179.1% | +61.3% | +117.8% | +120.4% |
| 3Y | +357.7% | +123.6% | +234.0% | +186.1% |
| 5Y | +424.9% | +214.8% | +210.1% | +146.1% |
| All | +424.9% | +211.6% | +213.2% | +146.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling