+159.4%
LRCX vs WPM
+46.6%
+112.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.8% |
| 7D | -3.1% | -0.6% | -2.5% | -2.8% |
| 30D | -8.6% | +14.4% | -23.0% | -13.9% |
| 3M | -17.7% | +37.0% | -54.7% | -29.1% |
| 6M | +36.4% | +4.1% | +32.2% | +29.4% |
| YTD | +74.5% | +31.7% | +42.8% | +54.8% |
| 1Y | +159.4% | +44.2% | +115.3% | +123.9% |
| All | +159.4% | +46.6% | +112.8% | +123.9% |
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