+424.9%
LRCX vs PHM
+149.8%
+275.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -4.6% |
| 7D | +1.8% | -6.4% | +8.2% | +5.2% |
| 30D | -4.3% | -12.1% | +7.8% | +1.7% |
| 3M | -7.3% | -1.5% | -5.8% | -8.0% |
| 6M | +38.6% | -6.0% | +44.6% | +40.7% |
| YTD | +74.4% | -0.3% | +74.7% | +71.0% |
| 1Y | +179.1% | -13.3% | +192.5% | +193.1% |
| 3Y | +357.7% | +47.6% | +310.1% | +227.2% |
| 5Y | +424.9% | +154.7% | +270.1% | +155.6% |
| All | +424.9% | +149.8% | +275.0% | +155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 5y: compounded portfolio wealth divided by compounded PHM 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…
5y analysis · Full analysis span regression · 6 months rolling