+200.8%
LRCX vs PFE
+21.1%
+179.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +9.5% | -4.3% | +13.8% | +9.7% |
| 30D | +3.1% | +2.7% | +0.4% | +2.7% |
| 3M | -3.4% | +10.0% | -13.4% | -3.8% |
| 6M | +49.7% | +7.2% | +42.5% | +50.3% |
| YTD | +84.9% | +17.3% | +67.5% | +78.9% |
| 1Y | +200.8% | +20.3% | +180.5% | +189.2% |
| All | +200.8% | +21.1% | +179.7% | +189.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling