+297,723.7%
LRCX vs PEG
+2,889.2%
+294,834.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.9% |
| 7D | +9.5% | -0.1% | +9.6% | +9.6% |
| 30D | +3.1% | -1.7% | +4.8% | +3.8% |
| 3M | -3.4% | -6.8% | +3.4% | -1.0% |
| 6M | +49.7% | -11.4% | +61.0% | +56.2% |
| YTD | +84.9% | -7.2% | +92.1% | +89.5% |
| 1Y | +200.8% | -6.1% | +207.0% | +206.4% |
| 3Y | +385.1% | +31.8% | +353.3% | +328.0% |
| 5Y | +460.5% | +35.6% | +424.9% | +383.7% |
| 10Y | +3,866.3% | +148.7% | +3,717.5% | +2,569.0% |
| All | +297,723.7% | +2,889.2% | +294,834.6% | +79,818.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 all: compounded portfolio wealth divided by compounded PEG 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…
all analysis · Full analysis span regression · 6 months rolling