+290,000.9%
LRCX vs PFE
+3,346.7%
+286,654.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.4% | +5.6% |
| 7D | +1.9% | +1.8% | +0.2% | +1.2% |
| 30D | +0.1% | +10.2% | -10.2% | -3.9% |
| 3M | -8.5% | +12.7% | -21.2% | -13.4% |
| 6M | +38.1% | +10.5% | +27.5% | +31.4% |
| YTD | +80.1% | +20.2% | +59.9% | +65.6% |
| 1Y | +208.1% | +24.1% | +184.0% | +178.9% |
| 3Y | +350.2% | -3.6% | +353.8% | +339.0% |
| 5Y | +430.7% | -20.9% | +451.5% | +446.2% |
| 10Y | +3,633.2% | +35.8% | +3,597.4% | +2,916.8% |
| All | +290,000.9% | +3,346.7% | +286,654.2% | +58,181.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling