+208.1%
LRCX vs PBR
+70.4%
+137.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +4.8% |
| 7D | +1.9% | +8.6% | -6.7% | +3.0% |
| 30D | +0.1% | +12.8% | -12.7% | +1.7% |
| 3M | -8.5% | +14.7% | -23.2% | -6.5% |
| 6M | +38.1% | +25.2% | +12.9% | +38.0% |
| YTD | +80.1% | +77.1% | +2.9% | +83.8% |
| 1Y | +208.1% | +69.6% | +138.5% | +207.9% |
| All | +208.1% | +70.4% | +137.7% | +207.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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