+388.9%
LRCX vs WMB
+145.3%
+243.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +9.5% | 0.0% | +9.6% | +9.6% |
| 30D | +3.1% | +4.6% | -1.5% | +1.4% |
| 3M | -3.4% | +5.7% | -9.1% | -5.6% |
| 6M | +49.7% | +4.2% | +45.5% | +46.2% |
| YTD | +84.9% | +26.8% | +58.0% | +67.2% |
| 1Y | +200.8% | +34.7% | +166.2% | +163.0% |
| All | +388.9% | +145.3% | +243.5% | +268.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling