+36,972.7%
LRCX vs WCC
+1,758.7%
+35,214.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.7% | +3.2% |
| 7D | +10.4% | +8.5% | +1.9% | +7.0% |
| 30D | +2.9% | -1.0% | +3.9% | +3.4% |
| 3M | -1.2% | +2.1% | -3.3% | -0.9% |
| 6M | +60.9% | +36.8% | +24.0% | +44.4% |
| YTD | +87.5% | +47.7% | +39.8% | +63.7% |
| 1Y | +206.6% | +66.5% | +140.1% | +155.5% |
| 3Y | +392.1% | +134.2% | +257.9% | +247.4% |
| 5Y | +478.4% | +231.6% | +246.8% | +249.1% |
| 10Y | +3,821.0% | +508.1% | +3,312.9% | +1,598.5% |
| All | +36,972.7% | +1,758.7% | +35,214.0% | +7,238.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling