+42.8%
LRCX vs PCAR
+12.4%
+30.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.0% | -8.1% | -6.8% |
| 7D | -12.8% | +3.7% | -16.4% | -15.0% |
| 30D | -36.0% | -2.9% | -33.0% | -34.9% |
| 3M | -30.2% | -21.7% | -8.5% | -15.3% |
| 6M | -14.2% | -6.6% | -7.6% | -11.3% |
| YTD | +29.7% | -2.2% | +32.0% | +28.8% |
| 1Y | +42.8% | +12.2% | +30.6% | +31.1% |
| All | +42.8% | +12.4% | +30.4% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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