+478.4%
LRCX vs PCG
+61.3%
+417.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.5% | +3.3% |
| 7D | +10.4% | +5.4% | +5.0% | +9.0% |
| 30D | +2.9% | -15.1% | +18.0% | +6.5% |
| 3M | -1.2% | -9.8% | +8.6% | +0.1% |
| 6M | +60.9% | -18.0% | +78.9% | +67.4% |
| YTD | +87.5% | -7.2% | +94.8% | +87.8% |
| 1Y | +206.6% | +2.9% | +203.8% | +196.3% |
| 3Y | +392.1% | -11.1% | +403.2% | +382.7% |
| 5Y | +478.4% | +61.8% | +416.6% | +325.7% |
| All | +478.4% | +61.3% | +417.2% | +325.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling