+48.0%
LRCX vs WMB
+17.3%
+30.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.1% |
| 7D | +12.7% | +7.8% | +4.9% | +9.4% |
| 30D | -21.3% | -5.1% | -16.2% | -20.1% |
| 3M | -32.9% | -4.7% | -28.2% | -31.7% |
| 6M | -23.4% | -7.4% | -16.0% | -22.9% |
| YTD | +32.4% | +17.5% | +14.9% | +44.0% |
| 1Y | +48.0% | +19.5% | +28.6% | +62.5% |
| All | +48.0% | +17.3% | +30.7% | +62.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling