+213,159.2%
LRCX vs WFC
+8,343.6%
+204,815.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.5% |
| 7D | +12.7% | +2.5% | +10.2% | +11.6% |
| 30D | -21.3% | +7.0% | -28.3% | -23.4% |
| 3M | -32.9% | -1.8% | -31.1% | -32.6% |
| 6M | -23.4% | +18.4% | -41.8% | -29.1% |
| YTD | +32.4% | -5.6% | +38.0% | +34.4% |
| 1Y | +48.0% | +3.9% | +44.2% | +44.4% |
| 3Y | +243.9% | +126.3% | +117.6% | +139.7% |
| 5Y | +280.6% | +91.1% | +189.5% | +182.1% |
| 10Y | +2,547.5% | +118.5% | +2,429.0% | +1,672.4% |
| All | +213,159.2% | +8,343.6% | +204,815.7% | +17,921.0% |
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