+208.1%
LRCX vs WEC
+1.8%
+206.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +4.8% |
| 7D | +1.9% | -0.3% | +2.2% | +1.8% |
| 30D | +0.1% | -1.3% | +1.4% | -0.5% |
| 3M | -8.5% | -3.9% | -4.6% | -10.7% |
| 6M | +38.1% | -8.3% | +46.4% | +32.8% |
| YTD | +80.1% | +3.1% | +77.0% | +84.5% |
| 1Y | +208.1% | +1.9% | +206.1% | +221.7% |
| All | +208.1% | +1.8% | +206.3% | +221.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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