+460.5%
LRCX vs P
+274.2%
+186.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | +0.4% |
| 7D | +9.5% | +5.0% | +4.5% | +7.1% |
| 30D | +3.1% | -0.9% | +4.0% | +2.5% |
| 3M | -3.4% | +38.7% | -42.0% | -16.9% |
| 6M | +49.7% | +54.4% | -4.7% | +20.4% |
| YTD | +84.9% | +44.8% | +40.0% | +51.7% |
| 1Y | +200.8% | +22.5% | +178.3% | +156.9% |
| 3Y | +385.1% | +148.2% | +236.8% | +168.4% |
| 5Y | +460.5% | +268.9% | +191.6% | +146.7% |
| All | +460.5% | +274.2% | +186.3% | +146.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 5y: compounded portfolio wealth divided by compounded P 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…
5y analysis · Full analysis span regression · 6 months rolling