+49.7%
LRCX vs WCN
-4.1%
+53.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -3.0% |
| 7D | +9.5% | -1.7% | +11.3% | +7.0% |
| 30D | +3.1% | -3.0% | +6.1% | -0.7% |
| 3M | -3.4% | +2.5% | -5.9% | +0.1% |
| 6M | +49.7% | -5.7% | +55.4% | +50.1% |
| All | +49.7% | -4.1% | +53.7% | +50.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling