+33.6%
LRCX vs PL
+8.6%
+25.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +14.5% | -4.1% | +6.3% |
| 7D | -2.7% | +10.9% | -13.6% | -5.3% |
| 30D | -30.6% | -16.4% | -14.2% | -27.7% |
| 3M | -28.8% | -39.9% | +11.1% | -20.3% |
| 6M | -24.6% | -63.2% | +38.6% | -8.3% |
| YTD | +29.7% | -27.1% | +56.8% | +40.4% |
| All | +33.6% | +8.6% | +25.0% | +39.6% |
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