+220,578.8%
LRCX vs WST
+14,947.6%
+205,631.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | +26.2% | +4.9% | +21.4% | +23.7% |
| 30D | -22.4% | +10.7% | -33.0% | -25.6% |
| 3M | -28.2% | +16.8% | -45.1% | -33.2% |
| 6M | -19.0% | +32.0% | -51.0% | -29.0% |
| YTD | +37.0% | +49.9% | -13.0% | +12.0% |
| 1Y | +45.5% | +50.6% | -5.1% | +18.5% |
| 3Y | +249.7% | +21.4% | +228.3% | +175.6% |
| 5Y | +293.9% | -0.6% | +294.4% | +231.6% |
| 10Y | +2,639.6% | +449.4% | +2,190.2% | +823.6% |
| All | +220,578.8% | +14,947.6% | +205,631.2% | +12,622.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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