+222,561.1%
LRCX vs WST
+15,004.7%
+207,556.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.0% |
| 7D | +6.5% | +1.1% | +5.5% | +6.5% |
| 30D | -23.8% | +12.4% | -36.2% | -27.5% |
| 3M | -24.2% | +17.6% | -41.7% | -29.6% |
| 6M | -20.2% | +28.3% | -48.4% | -29.1% |
| YTD | +38.2% | +50.5% | -12.3% | +12.8% |
| 1Y | +48.9% | +49.4% | -0.5% | +21.7% |
| 3Y | +252.8% | +21.9% | +230.9% | +177.6% |
| 5Y | +304.3% | +0.4% | +304.0% | +238.8% |
| 10Y | +2,664.2% | +451.5% | +2,212.7% | +830.3% |
| All | +222,561.1% | +15,004.7% | +207,556.5% | +12,714.8% |
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