+2,479.7%
LRCX vs WM
+337.2%
+2,142.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.1% | +10.3% | +10.4% |
| 7D | -2.7% | -0.5% | -2.3% | -2.8% |
| 30D | -30.6% | +13.3% | -43.9% | -34.6% |
| 3M | -28.8% | +4.4% | -33.2% | -30.8% |
| 6M | -24.6% | +10.8% | -35.4% | -30.4% |
| YTD | +29.7% | +9.1% | +20.6% | +19.0% |
| 1Y | +39.5% | +19.1% | +20.4% | +20.9% |
| 3Y | +248.9% | +45.7% | +203.3% | +153.7% |
| 5Y | +274.3% | +60.4% | +213.9% | +148.0% |
| 10Y | +2,479.7% | +328.7% | +2,151.0% | +714.6% |
| All | +2,479.7% | +337.2% | +2,142.5% | +714.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling