+33.6%
LRCX vs PCAR
+9.3%
+24.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.7% | +6.7% | +7.8% |
| 7D | -2.7% | +2.9% | -5.7% | -4.6% |
| 30D | -30.6% | -2.1% | -28.5% | -29.7% |
| 3M | -28.8% | -20.4% | -8.5% | -15.1% |
| 6M | -24.6% | -7.0% | -17.6% | -21.9% |
| YTD | +29.7% | -2.6% | +32.3% | +30.1% |
| All | +33.6% | +9.3% | +24.3% | +29.6% |
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