+388.9%
LRCX vs WEC
+40.3%
+348.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.7% |
| 7D | +9.5% | +0.4% | +9.1% | +9.7% |
| 30D | +3.1% | +0.9% | +2.2% | +3.5% |
| 3M | -3.4% | -5.3% | +1.9% | -5.3% |
| 6M | +49.7% | -6.6% | +56.3% | +46.5% |
| YTD | +84.9% | +3.3% | +81.6% | +87.4% |
| 1Y | +200.8% | +2.1% | +198.8% | +203.8% |
| All | +388.9% | +40.3% | +348.6% | +466.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling