+208.1%
LRCX vs PL
+176.6%
+31.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.4% | +5.4% |
| 7D | +1.9% | -9.3% | +11.2% | +3.8% |
| 30D | +0.1% | -18.9% | +19.0% | +4.4% |
| 3M | -8.5% | -58.4% | +49.9% | +5.7% |
| 6M | +38.1% | -30.3% | +68.4% | +47.6% |
| YTD | +80.1% | -8.1% | +88.2% | +84.9% |
| 1Y | +208.1% | +180.5% | +27.6% | +194.6% |
| All | +208.1% | +176.6% | +31.4% | +194.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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