+290,000.9%
LRCX vs WM
+26,336.4%
+263,664.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.4% | +5.5% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | +0.1% | -2.4% | +2.4% | +0.6% |
| 3M | -8.5% | +0.4% | -8.9% | -9.6% |
| 6M | +38.1% | -9.5% | +47.5% | +39.7% |
| YTD | +80.1% | +0.5% | +79.6% | +76.6% |
| 1Y | +208.1% | -1.1% | +209.1% | +202.2% |
| 3Y | +350.2% | +46.0% | +304.2% | +291.5% |
| 5Y | +430.7% | +51.8% | +378.9% | +355.4% |
| 10Y | +3,633.2% | +307.5% | +3,325.7% | +2,383.7% |
| All | +290,000.9% | +26,336.4% | +263,664.5% | +164,043.0% |
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