+9,906.2%
LRCX vs PBF
+303.9%
+9,602.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.4% | +5.3% |
| 7D | +1.9% | +4.3% | -2.4% | +1.1% |
| 30D | +0.1% | +22.0% | -21.9% | -3.6% |
| 3M | -8.5% | +74.5% | -83.0% | -17.5% |
| 6M | +38.1% | +67.7% | -29.6% | +23.1% |
| YTD | +80.1% | +179.2% | -99.1% | +44.8% |
| 1Y | +208.1% | +170.0% | +38.1% | +146.8% |
| 3Y | +350.2% | +66.4% | +283.8% | +278.8% |
| 5Y | +430.7% | +764.5% | -333.8% | +204.4% |
| 10Y | +3,633.2% | +358.5% | +3,274.7% | +1,893.9% |
| All | +9,906.2% | +303.9% | +9,602.4% | +4,944.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling