+220,578.8%
LRCX vs PH
+25,064.5%
+195,514.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | +0.1% |
| 7D | +26.2% | +7.4% | +18.9% | +21.1% |
| 30D | -22.4% | +0.5% | -22.8% | -22.0% |
| 3M | -28.2% | -10.2% | -18.0% | -22.6% |
| 6M | -19.0% | +8.9% | -27.9% | -22.3% |
| YTD | +37.0% | +9.7% | +27.3% | +31.8% |
| 1Y | +45.5% | +12.8% | +32.7% | +37.7% |
| 3Y | +249.7% | +134.6% | +115.1% | +113.5% |
| 5Y | +293.9% | +204.5% | +89.3% | +106.0% |
| 10Y | +2,639.6% | +697.5% | +1,942.1% | +689.7% |
| All | +220,578.8% | +25,064.5% | +195,514.4% | +11,937.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling