+297,723.6%
LRCX vs WEC
+3,986.5%
+293,737.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +9.5% | +0.4% | +9.1% | +9.4% |
| 30D | +3.1% | +0.9% | +2.2% | +2.8% |
| 3M | -3.4% | -5.3% | +1.9% | -2.1% |
| 6M | +49.7% | -6.6% | +56.3% | +51.9% |
| YTD | +84.9% | +3.3% | +81.6% | +81.7% |
| 1Y | +200.8% | +2.1% | +198.8% | +196.0% |
| 3Y | +385.1% | +39.6% | +345.5% | +322.3% |
| 5Y | +460.5% | +31.2% | +429.3% | +392.0% |
| 10Y | +3,866.3% | +148.4% | +3,717.8% | +2,625.7% |
| All | +297,723.6% | +3,986.5% | +293,737.1% | +98,861.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling