+46,865.1%
LRCX vs WCN
+6,767.3%
+40,097.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.5% |
| 7D | +10.4% | -0.4% | +10.9% | +10.5% |
| 30D | +2.9% | -2.1% | +5.0% | +3.6% |
| 3M | -1.2% | +6.4% | -7.5% | -4.6% |
| 6M | +60.9% | -3.7% | +64.5% | +59.7% |
| YTD | +87.5% | -6.4% | +93.9% | +87.4% |
| 1Y | +206.6% | -7.9% | +214.6% | +207.0% |
| 3Y | +392.1% | +20.8% | +371.3% | +341.3% |
| 5Y | +478.4% | +29.0% | +449.5% | +406.4% |
| 10Y | +3,821.0% | +236.4% | +3,584.6% | +2,421.2% |
| All | +46,865.1% | +6,767.3% | +40,097.8% | +15,341.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling