+208.1%
LRCX vs WCN
-8.7%
+216.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +4.1% |
| 7D | +1.9% | -0.6% | +2.5% | +1.3% |
| 30D | +0.1% | +0.4% | -0.4% | +0.7% |
| 3M | -8.5% | +7.3% | -15.8% | -3.2% |
| 6M | +38.1% | -2.5% | +40.6% | +42.5% |
| YTD | +80.1% | -5.4% | +85.4% | +84.2% |
| 1Y | +208.1% | -8.5% | +216.5% | +238.3% |
| All | +208.1% | -8.7% | +216.8% | +238.3% |
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