+208.1%
LRCX vs PCG
-6.6%
+214.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.7% | +5.0% |
| 7D | +1.9% | -13.9% | +15.8% | +2.5% |
| 30D | +0.1% | -16.9% | +16.9% | +1.0% |
| 3M | -8.5% | -14.7% | +6.3% | -7.6% |
| 6M | +38.1% | -23.8% | +61.9% | +40.9% |
| YTD | +80.1% | -10.5% | +90.6% | +87.5% |
| 1Y | +208.1% | -5.1% | +213.2% | +221.5% |
| All | +208.1% | -6.6% | +214.6% | +221.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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