+302,042.5%
LRCX vs WFC
+8,480.1%
+293,562.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.2% | +6.4% | +5.1% |
| 7D | +10.4% | +1.1% | +9.4% | +9.9% |
| 30D | +2.9% | +0.8% | +2.1% | +2.4% |
| 3M | -1.2% | +9.3% | -10.4% | -5.2% |
| 6M | +60.9% | +10.6% | +50.2% | +53.1% |
| YTD | +87.5% | -4.1% | +91.6% | +89.4% |
| 1Y | +206.6% | +13.6% | +193.1% | +188.3% |
| 3Y | +392.1% | +130.7% | +261.4% | +240.2% |
| 5Y | +478.4% | +126.7% | +351.7% | +299.6% |
| 10Y | +3,821.0% | +132.1% | +3,688.9% | +2,459.5% |
| All | +302,042.5% | +8,480.1% | +293,562.4% | +25,305.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling