+361.3%
LRCX vs WCN
+18.2%
+343.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -5.9% |
| 7D | +1.8% | -4.4% | +6.2% | +0.9% |
| 30D | -4.3% | -4.4% | +0.1% | -5.1% |
| 3M | -7.3% | +0.5% | -7.8% | -7.8% |
| 6M | +38.6% | -3.3% | +41.8% | +38.8% |
| YTD | +74.4% | -8.5% | +82.9% | +76.6% |
| 1Y | +179.1% | -8.9% | +188.0% | +183.1% |
| All | +361.3% | +18.2% | +343.1% | +325.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling