+3,549.0%
LRCX vs WPM
+558.4%
+2,990.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.4% |
| 7D | -3.1% | -0.6% | -2.5% | -2.9% |
| 30D | -8.6% | +14.4% | -23.0% | -11.7% |
| 3M | -17.7% | +37.0% | -54.7% | -24.0% |
| 6M | +36.4% | +4.1% | +32.2% | +33.7% |
| YTD | +74.5% | +31.7% | +42.8% | +62.8% |
| 1Y | +159.4% | +44.2% | +115.3% | +136.9% |
| 3Y | +361.6% | +265.5% | +96.1% | +246.1% |
| 5Y | +425.2% | +262.5% | +162.7% | +285.8% |
| All | +3,549.0% | +558.4% | +2,990.6% | +2,388.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling