+179.1%
LRCX vs PM
+19.3%
+159.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.2% | -7.8% | -4.6% |
| 7D | +1.8% | +1.9% | -0.1% | +2.9% |
| 30D | -4.3% | +1.9% | -6.2% | -3.1% |
| 3M | -7.3% | +4.6% | -11.9% | -4.7% |
| 6M | +38.6% | +11.7% | +26.9% | +41.8% |
| YTD | +74.4% | +20.4% | +54.1% | +88.6% |
| 1Y | +179.1% | +19.0% | +160.2% | +206.0% |
| All | +179.1% | +19.3% | +159.8% | +206.0% |
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