+7,320.1%
LRCX vs PM
+825.0%
+6,495.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +5.6% |
| 7D | +6.5% | -7.1% | +13.6% | +10.3% |
| 30D | -23.8% | -2.8% | -21.0% | -23.0% |
| 3M | -24.2% | +6.3% | -30.5% | -26.9% |
| 6M | -20.2% | +9.6% | -29.8% | -25.9% |
| YTD | +38.2% | +25.6% | +12.6% | +18.6% |
| 1Y | +48.9% | +29.7% | +19.2% | +25.3% |
| 3Y | +252.8% | +147.6% | +105.3% | +94.0% |
| 5Y | +304.3% | +160.1% | +144.2% | +110.7% |
| 10Y | +2,664.2% | +260.9% | +2,403.3% | +1,032.2% |
| All | +7,320.1% | +825.0% | +6,495.0% | +1,365.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling