+425.9%
LRCX vs PL
+81.7%
+344.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.5% |
| 7D | +10.4% | -7.5% | +17.9% | +12.0% |
| 30D | +2.9% | -25.6% | +28.5% | +9.1% |
| 3M | -1.2% | -45.6% | +44.4% | +11.1% |
| 6M | +60.9% | -29.5% | +90.4% | +68.0% |
| YTD | +87.5% | -9.7% | +97.2% | +85.4% |
| 1Y | +206.6% | +84.4% | +122.3% | +161.2% |
| 3Y | +392.1% | +550.0% | -157.9% | +192.8% |
| 5Y | +478.4% | +79.0% | +399.4% | +281.6% |
| All | +425.9% | +81.7% | +344.1% | +246.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling