+285.4%
LRCX vs PLTU
+133.3%
+152.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | -3.1% | -8.1% | +5.1% | -2.1% |
| 30D | -8.6% | -7.0% | -1.5% | -8.2% |
| 3M | -17.7% | +40.0% | -57.7% | -23.4% |
| 6M | +36.4% | -6.0% | +42.3% | +31.2% |
| YTD | +74.5% | -37.1% | +111.6% | +76.0% |
| 1Y | +159.4% | -33.1% | +192.6% | +155.7% |
| All | +285.4% | +133.3% | +152.1% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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