+290,000.8%
LRCX vs WMB
+5,535.5%
+284,465.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +1.9% | +0.6% | +1.3% | +1.7% |
| 30D | +0.1% | +3.3% | -3.2% | -0.8% |
| 3M | -8.5% | +3.1% | -11.6% | -9.3% |
| 6M | +38.1% | -0.7% | +38.8% | +37.8% |
| YTD | +80.1% | +25.2% | +54.9% | +69.7% |
| 1Y | +208.1% | +32.9% | +175.2% | +185.5% |
| 3Y | +350.2% | +140.6% | +209.7% | +260.3% |
| 5Y | +430.7% | +273.5% | +157.2% | +281.0% |
| 10Y | +3,633.2% | +334.2% | +3,299.0% | +2,420.9% |
| All | +290,000.8% | +5,535.5% | +284,465.3% | +53,455.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded WMB 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling