+189,107.2%
LRCX vs WM
+28,547.2%
+160,560.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.1% | +10.3% | +8.8% |
| 7D | -16.2% | +1.2% | -17.4% | -16.6% |
| 30D | -39.2% | +13.1% | -52.2% | -41.5% |
| 3M | -34.4% | +3.6% | -38.0% | -35.6% |
| 6M | -32.4% | +8.1% | -40.5% | -35.2% |
| YTD | +17.4% | +8.9% | +8.5% | +11.9% |
| 1Y | +24.2% | +20.3% | +3.8% | +14.7% |
| 3Y | +221.6% | +46.2% | +175.4% | +178.3% |
| 5Y | +245.2% | +59.9% | +185.3% | +190.2% |
| 10Y | +2,310.5% | +345.6% | +1,964.9% | +1,454.1% |
| All | +189,107.2% | +28,547.2% | +160,560.0% | +103,878.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling