+322.5%
LRCX vs PLTD
-77.2%
+399.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.3% |
| 7D | +9.5% | -0.9% | +10.5% | +9.3% |
| 30D | +3.1% | +1.3% | +1.7% | +3.6% |
| 3M | -3.4% | -32.9% | +29.5% | -10.1% |
| 6M | +49.7% | -24.9% | +74.6% | +45.3% |
| YTD | +84.9% | -18.2% | +103.1% | +86.3% |
| 1Y | +200.8% | -28.7% | +229.5% | +196.7% |
| All | +322.5% | -77.2% | +399.7% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 5y: compounded portfolio wealth divided by compounded PLTD 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…
5y analysis · Full analysis span regression · 6 months rolling