+302,042.4%
LRCX vs PHM
+11,050.0%
+290,992.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.5% | +7.7% | +5.4% |
| 7D | +10.4% | -2.5% | +12.9% | +11.3% |
| 30D | +2.9% | -9.7% | +12.6% | +6.5% |
| 3M | -1.2% | +2.2% | -3.4% | -2.9% |
| 6M | +60.9% | -5.7% | +66.5% | +62.9% |
| YTD | +87.5% | +2.8% | +84.7% | +83.8% |
| 1Y | +206.6% | -14.4% | +221.1% | +220.2% |
| 3Y | +392.1% | +52.2% | +339.9% | +305.9% |
| 5Y | +478.4% | +154.3% | +324.2% | +294.2% |
| 10Y | +3,821.0% | +545.9% | +3,275.1% | +1,753.7% |
| All | +302,042.4% | +11,050.0% | +290,992.4% | +39,848.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling