+159.4%
LRCX vs PH
+25.3%
+134.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -1.6% |
| 7D | -3.1% | -1.3% | -1.8% | -1.8% |
| 30D | -8.6% | -11.0% | +2.4% | +2.7% |
| 3M | -17.7% | +5.5% | -23.2% | -22.2% |
| 6M | +36.4% | +1.5% | +34.9% | +32.9% |
| YTD | +74.5% | +8.8% | +65.8% | +62.5% |
| 1Y | +159.4% | +24.5% | +135.0% | +122.6% |
| All | +159.4% | +25.3% | +134.1% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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