+2,611.3%
LRCX vs WMB
+284.4%
+2,326.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -1.2% |
| 7D | +26.2% | +8.1% | +18.2% | +21.9% |
| 30D | -22.4% | -6.9% | -15.5% | -19.4% |
| 3M | -28.2% | -5.1% | -23.1% | -26.3% |
| 6M | -19.0% | -5.7% | -13.3% | -17.0% |
| YTD | +37.0% | +18.1% | +18.9% | +25.9% |
| 1Y | +45.5% | +18.4% | +27.1% | +33.2% |
| 3Y | +249.7% | +122.7% | +127.0% | +133.9% |
| 5Y | +293.9% | +202.0% | +91.8% | +125.3% |
| All | +2,611.3% | +284.4% | +2,326.8% | +1,161.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling