+290,000.9%
LRCX vs PEP
+3,172.7%
+286,828.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.4% |
| 7D | +1.9% | -1.4% | +3.3% | +2.5% |
| 30D | +0.1% | +0.2% | -0.2% | -0.2% |
| 3M | -8.5% | -1.1% | -7.4% | -9.6% |
| 6M | +38.1% | -13.5% | +51.5% | +44.0% |
| YTD | +80.1% | -1.2% | +81.2% | +76.4% |
| 1Y | +208.1% | -1.6% | +209.6% | +200.1% |
| 3Y | +350.2% | -12.5% | +362.7% | +350.0% |
| 5Y | +430.7% | +3.0% | +427.6% | +391.4% |
| 10Y | +3,633.2% | +73.9% | +3,559.3% | +2,700.7% |
| All | +290,000.9% | +3,172.7% | +286,828.3% | +50,666.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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