+3,549.0%
LRCX vs PBF
+374.8%
+3,174.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.2% |
| 7D | -3.1% | +5.3% | -8.4% | -3.9% |
| 30D | -8.6% | +11.7% | -20.3% | -10.5% |
| 3M | -17.7% | +91.1% | -108.8% | -26.8% |
| 6M | +36.4% | +88.4% | -52.1% | +19.4% |
| YTD | +74.5% | +194.1% | -119.5% | +39.1% |
| 1Y | +159.4% | +180.4% | -21.0% | +106.7% |
| 3Y | +361.6% | +59.3% | +302.3% | +291.7% |
| 5Y | +425.2% | +816.3% | -391.0% | +196.6% |
| All | +3,549.0% | +374.8% | +3,174.2% | +2,023.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded PBF 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling