+42.8%
LRCX vs WCN
+16.1%
+26.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.8% | -6.8% | -1.3% |
| 7D | -12.8% | +6.7% | -19.5% | -6.8% |
| 30D | -36.0% | +24.3% | -60.3% | -20.0% |
| 3M | -30.2% | +16.1% | -46.3% | -17.9% |
| 6M | -14.2% | +19.9% | -34.2% | +5.2% |
| YTD | +29.7% | +10.1% | +19.6% | +58.9% |
| 1Y | +42.8% | +14.4% | +28.4% | +78.3% |
| All | +42.8% | +16.1% | +26.7% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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