+290,000.9%
LRCX vs WST
+12,330.1%
+277,670.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.5% |
| 7D | +1.9% | +0.7% | +1.2% | +1.5% |
| 30D | +0.1% | -3.1% | +3.2% | +1.4% |
| 3M | -8.5% | +7.2% | -15.7% | -11.7% |
| 6M | +38.1% | +36.8% | +1.2% | +18.1% |
| YTD | +80.1% | +23.8% | +56.2% | +60.5% |
| 1Y | +208.1% | +37.8% | +170.3% | +159.7% |
| 3Y | +350.2% | -15.9% | +366.1% | +322.2% |
| 5Y | +430.7% | -25.8% | +456.5% | +410.9% |
| 10Y | +3,633.2% | +319.6% | +3,313.6% | +1,322.6% |
| All | +290,000.9% | +12,330.1% | +277,670.7% | +18,138.9% |
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