+19,565.2%
LRCX vs PFG
+1,015.3%
+18,549.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.7% | +5.8% |
| 7D | +1.9% | +5.5% | -3.6% | -0.5% |
| 30D | +0.1% | +2.4% | -2.3% | -1.1% |
| 3M | -8.5% | +13.6% | -22.1% | -14.1% |
| 6M | +38.1% | +27.9% | +10.2% | +23.4% |
| YTD | +80.1% | +35.6% | +44.5% | +56.7% |
| 1Y | +208.1% | +48.5% | +159.6% | +157.8% |
| 3Y | +350.2% | +66.9% | +283.3% | +257.5% |
| 5Y | +430.7% | +111.0% | +319.7% | +282.1% |
| 10Y | +3,633.2% | +244.5% | +3,388.7% | +2,033.0% |
| All | +19,565.2% | +1,015.3% | +18,549.9% | +4,354.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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