+12.7%
LRCX vs PANW
+46.2%
-33.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -9.6% | -6.8% | -14.2% |
| 7D | -27.2% | -17.3% | -9.9% | -24.1% |
| 30D | -44.5% | -25.1% | -19.5% | -41.4% |
| 3M | -39.7% | -13.2% | -26.5% | -37.6% |
| 6M | -32.7% | +71.0% | -103.8% | -32.5% |
| YTD | +8.5% | +70.8% | -62.3% | +12.8% |
| 1Y | +12.7% | +47.6% | -34.9% | +27.5% |
| All | +12.7% | +46.2% | -33.5% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 1y: compounded portfolio wealth divided by compounded PANW 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…
1y analysis · Full analysis span regression · 6 months rolling