+2,611.3%
LRCX vs PFE
+46.4%
+2,564.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.2% |
| 7D | +26.2% | -2.1% | +28.3% | +27.1% |
| 30D | -22.4% | +3.1% | -25.5% | -23.4% |
| 3M | -28.2% | +11.2% | -39.4% | -31.3% |
| 6M | -19.0% | +15.0% | -34.1% | -23.9% |
| YTD | +37.0% | +23.5% | +13.4% | +25.0% |
| 1Y | +45.5% | +18.9% | +26.6% | +34.7% |
| 3Y | +249.7% | +18.7% | +230.9% | +214.2% |
| 5Y | +293.9% | -24.0% | +317.9% | +321.8% |
| All | +2,611.3% | +46.4% | +2,564.9% | +1,838.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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