+416.0%
LRCX vs WEC
+30.6%
+385.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.1% | -0.6% | -2.5% | -3.1% |
| 30D | -8.6% | -2.6% | -5.9% | -8.7% |
| 3M | -17.7% | -6.0% | -11.6% | -18.0% |
| 6M | +36.4% | -5.4% | +41.8% | +35.8% |
| YTD | +74.5% | +2.5% | +72.1% | +74.1% |
| 1Y | +159.4% | -0.7% | +160.2% | +158.5% |
| 3Y | +361.6% | +38.7% | +322.9% | +352.5% |
| All | +416.0% | +30.6% | +385.4% | +403.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling