+259.1%
LRCX vs PL
+560.8%
-301.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +6.0% |
| 7D | +6.5% | +13.4% | -6.8% | +4.0% |
| 30D | -23.8% | -10.2% | -13.7% | -22.0% |
| 3M | -24.2% | -39.5% | +15.3% | -16.5% |
| 6M | -20.2% | -65.7% | +45.5% | -3.5% |
| YTD | +38.2% | -27.3% | +65.5% | +43.4% |
| 1Y | +48.9% | +15.0% | +33.9% | +41.2% |
| All | +259.1% | +560.8% | -301.7% | +136.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling