+206.6%
LRCX vs PL
+131.1%
+75.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.6% |
| 7D | +10.4% | -7.5% | +17.9% | +12.3% |
| 30D | +2.9% | -25.6% | +28.5% | +10.5% |
| 3M | -1.2% | -45.6% | +44.4% | +12.9% |
| 6M | +60.9% | -29.5% | +90.4% | +72.9% |
| YTD | +87.5% | -9.7% | +97.2% | +89.6% |
| 1Y | +206.6% | +84.4% | +122.3% | +164.6% |
| All | +206.6% | +131.1% | +75.5% | +164.6% |
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