+424.9%
LRCX vs WPM
+252.7%
+172.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.7% | -2.0% | -4.5% |
| 7D | +1.8% | -3.6% | +5.4% | +3.0% |
| 30D | -4.3% | +12.5% | -16.8% | -8.2% |
| 3M | -7.3% | +40.6% | -47.9% | -17.4% |
| 6M | +38.6% | +0.5% | +38.0% | +35.9% |
| YTD | +74.4% | +29.0% | +45.4% | +59.5% |
| 1Y | +179.1% | +43.8% | +135.3% | +147.0% |
| 3Y | +357.7% | +266.3% | +91.4% | +206.5% |
| 5Y | +424.9% | +255.1% | +169.8% | +219.4% |
| All | +424.9% | +252.7% | +172.2% | +219.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling