+3,546.5%
LRCX vs PFE
+35.0%
+3,511.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.2% | -5.5% |
| 7D | +1.8% | -4.0% | +5.9% | +3.2% |
| 30D | -4.3% | +3.9% | -8.2% | -5.8% |
| 3M | -7.3% | +9.9% | -17.2% | -11.0% |
| 6M | +38.6% | +5.3% | +33.3% | +35.0% |
| YTD | +74.4% | +16.8% | +57.6% | +63.1% |
| 1Y | +179.1% | +20.4% | +158.7% | +157.2% |
| 3Y | +357.7% | -2.1% | +359.8% | +346.9% |
| 5Y | +424.9% | -21.0% | +445.9% | +441.4% |
| All | +3,546.5% | +35.0% | +3,511.5% | +2,852.7% |
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