+1,298.9%
LRCX vs PDD
+199.6%
+1,099.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.8% |
| 7D | -3.6% | -1.0% | -2.6% | -3.6% |
| 30D | -30.3% | -2.4% | -27.9% | -30.1% |
| 3M | -27.3% | -14.6% | -12.7% | -25.5% |
| 6M | -24.2% | -19.6% | -4.6% | -21.9% |
| YTD | +30.3% | -30.0% | +60.3% | +38.3% |
| 1Y | +34.3% | -42.5% | +76.8% | +48.3% |
| 3Y | +232.6% | -27.2% | +259.8% | +237.4% |
| 5Y | +286.2% | -8.2% | +294.4% | +237.4% |
| All | +1,298.9% | +199.6% | +1,099.3% | +753.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 10y: compounded portfolio wealth divided by compounded PDD 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…
10y analysis · Full analysis span regression · 6 months rolling