+297.4%
LRCX vs WMB
+198.7%
+98.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.2% | +3.9% | +5.1% |
| 7D | +6.5% | +1.6% | +5.0% | +6.2% |
| 30D | -23.8% | -7.1% | -16.7% | -21.0% |
| 3M | -24.2% | -4.0% | -20.2% | -22.6% |
| 6M | -20.2% | -5.7% | -14.5% | -18.4% |
| YTD | +38.2% | +17.2% | +21.0% | +27.8% |
| 1Y | +48.9% | +17.2% | +31.7% | +37.3% |
| 3Y | +252.8% | +121.1% | +131.8% | +138.8% |
| All | +297.4% | +198.7% | +98.7% | +153.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling