+446.3%
LRCX vs PCAR
+168.1%
+278.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.0% |
| 7D | +1.9% | -0.5% | +2.4% | +2.3% |
| 30D | +0.1% | -6.2% | +6.3% | +5.0% |
| 3M | -8.5% | +5.9% | -14.4% | -12.3% |
| 6M | +38.1% | +0.4% | +37.7% | +37.6% |
| YTD | +80.1% | +14.8% | +65.2% | +62.9% |
| 1Y | +208.1% | +30.1% | +178.0% | +154.2% |
| 3Y | +350.2% | +66.7% | +283.6% | +195.5% |
| All | +446.3% | +168.1% | +278.3% | +141.2% |
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