+208.1%
LRCX vs PM
+16.6%
+191.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.1% | +4.2% |
| 7D | +1.9% | -4.9% | +6.8% | -0.4% |
| 30D | +0.1% | -3.4% | +3.5% | -1.3% |
| 3M | -8.5% | +5.2% | -13.7% | -7.1% |
| 6M | +38.1% | +3.7% | +34.4% | +37.8% |
| YTD | +80.1% | +15.8% | +64.3% | +90.9% |
| 1Y | +208.1% | +17.4% | +190.7% | +234.5% |
| All | +208.1% | +16.6% | +191.4% | +234.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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