+456.3%
LRCX vs WFC
+125.1%
+331.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -2.5% |
| 7D | +9.5% | +0.4% | +9.1% | +9.2% |
| 30D | +3.1% | +2.5% | +0.6% | +1.5% |
| 3M | -3.4% | +10.0% | -13.4% | -8.8% |
| 6M | +49.7% | +15.1% | +34.6% | +37.3% |
| YTD | +84.9% | -2.2% | +87.1% | +85.2% |
| 1Y | +200.8% | +13.5% | +187.4% | +177.0% |
| 3Y | +385.1% | +135.2% | +249.8% | +187.8% |
| All | +456.3% | +125.1% | +331.2% | +245.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling