+3,546.5%
LRCX vs WMB
+304.7%
+3,241.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.5% | -4.2% |
| 7D | +1.8% | -1.7% | +3.5% | +2.7% |
| 30D | -4.3% | +0.7% | -5.0% | -4.8% |
| 3M | -7.3% | +1.5% | -8.8% | -8.3% |
| 6M | +38.6% | +0.1% | +38.5% | +37.4% |
| YTD | +74.4% | +22.9% | +51.5% | +56.9% |
| 1Y | +179.1% | +27.9% | +151.3% | +145.0% |
| 3Y | +357.7% | +139.1% | +218.5% | +195.3% |
| 5Y | +424.9% | +270.9% | +153.9% | +171.7% |
| All | +3,546.5% | +304.7% | +3,241.8% | +1,580.5% |
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