+13,000.2%
LRCX vs WPM
+5,972.6%
+7,027.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.1% |
| 7D | +10.4% | +7.0% | +3.4% | +9.0% |
| 30D | +2.9% | +15.7% | -12.8% | -0.2% |
| 3M | -1.2% | +35.2% | -36.4% | -7.0% |
| 6M | +60.9% | +6.1% | +54.8% | +58.3% |
| YTD | +87.5% | +32.6% | +55.0% | +76.7% |
| 1Y | +206.6% | +46.9% | +159.7% | +183.0% |
| 3Y | +392.1% | +276.3% | +115.8% | +278.8% |
| 5Y | +478.4% | +260.0% | +218.4% | +342.7% |
| 10Y | +3,821.0% | +508.5% | +3,312.5% | +2,523.9% |
| All | +13,000.2% | +5,972.6% | +7,027.6% | +5,809.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling