+297,723.7%
LRCX vs WSM
+34,771.0%
+262,952.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +9.5% | +2.6% | +6.9% | +8.7% |
| 30D | +3.1% | -9.3% | +12.4% | +6.1% |
| 3M | -3.4% | +7.1% | -10.5% | -5.5% |
| 6M | +49.7% | +21.7% | +28.0% | +41.0% |
| YTD | +84.9% | +28.7% | +56.1% | +71.4% |
| 1Y | +200.8% | +13.9% | +187.0% | +189.1% |
| 3Y | +385.1% | +232.2% | +152.9% | +227.9% |
| 5Y | +460.5% | +176.4% | +284.1% | +290.7% |
| 10Y | +3,866.3% | +1,072.4% | +2,793.8% | +1,580.3% |
| All | +297,723.7% | +34,771.0% | +262,952.7% | +40,140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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