+8,381.4%
LRCX vs WU
-21.6%
+8,403.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.5% | +6.7% | +5.3% |
| 7D | +10.4% | -0.8% | +11.3% | +10.7% |
| 30D | +2.9% | -1.1% | +4.0% | +3.2% |
| 3M | -1.2% | -1.8% | +0.6% | -3.0% |
| 6M | +60.9% | -23.9% | +84.8% | +77.1% |
| YTD | +87.5% | -20.4% | +107.9% | +100.8% |
| 1Y | +206.6% | -10.6% | +217.2% | +206.7% |
| 3Y | +392.1% | -27.7% | +419.8% | +428.3% |
| 5Y | +478.4% | -51.1% | +529.6% | +634.8% |
| 10Y | +3,821.0% | -40.7% | +3,861.7% | +4,348.1% |
| All | +8,381.4% | -21.6% | +8,403.0% | +7,432.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling