+281.2%
LRCX vs PFE
-21.8%
+303.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | -3.6% | -0.7% | -2.9% | -3.4% |
| 30D | -30.3% | +5.3% | -35.6% | -30.9% |
| 3M | -27.3% | +10.1% | -37.5% | -28.8% |
| 6M | -24.2% | +18.0% | -42.3% | -26.8% |
| YTD | +30.3% | +25.8% | +4.5% | +23.9% |
| 1Y | +34.3% | +28.4% | +5.9% | +27.0% |
| 3Y | +232.6% | +20.9% | +211.7% | +211.7% |
| All | +281.2% | -21.8% | +303.1% | +311.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling