+246.2%
LRCX vs PCAR
+101.4%
+144.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.4% | +10.6% | +9.9% |
| 7D | -16.2% | +0.1% | -16.2% | -16.4% |
| 30D | -39.2% | -4.6% | -34.6% | -37.5% |
| 3M | -34.4% | -22.6% | -11.8% | -21.5% |
| 6M | -32.4% | -12.0% | -20.5% | -26.7% |
| YTD | +17.4% | -6.1% | +23.5% | +21.7% |
| 1Y | +24.2% | +6.3% | +17.8% | +17.5% |
| 3Y | +221.6% | +31.8% | +189.8% | +147.1% |
| All | +246.2% | +101.4% | +144.8% | +80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling