+361.3%
LRCX vs WFC
+132.5%
+228.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | +1.8% | +0.3% | +1.5% | +1.6% |
| 30D | -4.3% | +2.3% | -6.6% | -5.5% |
| 3M | -7.3% | +9.8% | -17.1% | -11.9% |
| 6M | +38.6% | +15.6% | +23.0% | +27.9% |
| YTD | +74.4% | -2.4% | +76.9% | +75.1% |
| 1Y | +179.1% | +13.8% | +165.3% | +159.2% |
| All | +361.3% | +132.5% | +228.8% | +217.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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