+2,520.1%
LRCX vs PFE
+46.7%
+2,473.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.4% |
| 7D | +12.7% | -1.7% | +14.4% | +13.4% |
| 30D | -21.3% | +0.3% | -21.6% | -21.5% |
| 3M | -32.9% | +9.4% | -42.3% | -35.4% |
| 6M | -23.4% | +14.9% | -38.3% | -27.9% |
| YTD | +32.4% | +23.8% | +8.6% | +20.7% |
| 1Y | +48.0% | +19.5% | +28.5% | +36.8% |
| 3Y | +243.9% | +21.0% | +222.9% | +206.4% |
| 5Y | +280.6% | -23.9% | +304.5% | +307.3% |
| All | +2,520.1% | +46.7% | +2,473.4% | +1,771.6% |
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