+42.8%
LRCX vs WPM
+38.8%
+4.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +12.0% | -16.0% | -9.0% |
| 7D | -12.8% | +3.9% | -16.7% | -14.4% |
| 30D | -36.0% | -3.5% | -32.5% | -35.0% |
| 3M | -30.2% | +14.1% | -44.3% | -35.8% |
| 6M | -14.2% | +6.2% | -20.4% | -18.5% |
| YTD | +29.7% | +12.4% | +17.3% | +16.4% |
| 1Y | +42.8% | +40.0% | +2.8% | +7.6% |
| All | +42.8% | +38.8% | +4.0% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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