+290,000.9%
LRCX vs PH
+25,185.5%
+264,815.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +1.9% | -3.1% | +5.0% | +3.9% |
| 30D | +0.1% | -3.2% | +3.3% | +1.8% |
| 3M | -8.5% | +10.6% | -19.1% | -13.8% |
| 6M | +38.1% | -2.1% | +40.2% | +40.9% |
| YTD | +80.1% | +10.2% | +69.9% | +71.2% |
| 1Y | +208.1% | +28.2% | +179.8% | +166.5% |
| 3Y | +350.2% | +134.9% | +215.3% | +171.0% |
| 5Y | +430.7% | +253.6% | +177.0% | +151.3% |
| 10Y | +3,633.2% | +804.7% | +2,828.5% | +890.4% |
| All | +290,000.9% | +25,185.5% | +264,815.3% | +15,536.6% |
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 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