+5,354.6%
LRCX vs PFGC
+419.1%
+4,935.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.3% |
| 7D | +1.9% | -2.2% | +4.1% | +2.6% |
| 30D | +0.1% | -11.9% | +12.0% | +3.8% |
| 3M | -8.5% | +5.0% | -13.5% | -10.7% |
| 6M | +38.1% | +8.6% | +29.5% | +33.4% |
| YTD | +80.1% | +9.7% | +70.4% | +73.4% |
| 1Y | +208.1% | -6.3% | +214.3% | +210.4% |
| 3Y | +350.2% | +58.2% | +292.0% | +284.0% |
| 5Y | +430.7% | +110.4% | +320.2% | +313.4% |
| 10Y | +3,633.2% | +272.8% | +3,360.5% | +2,317.9% |
| All | +5,354.6% | +419.1% | +4,935.5% | +3,194.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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