+277.1%
LRCX vs PODD
-51.4%
+328.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.1% | -5.5% | -3.9% |
| 7D | +12.7% | +4.1% | +8.6% | +11.7% |
| 30D | -21.3% | +13.9% | -35.1% | -23.8% |
| 3M | -32.9% | +4.1% | -37.0% | -34.0% |
| 6M | -23.4% | +2.4% | -25.8% | -26.3% |
| YTD | +32.4% | -46.4% | +78.7% | +55.5% |
| 1Y | +48.0% | -54.2% | +102.2% | +83.3% |
| 3Y | +243.9% | -6.9% | +250.8% | +222.3% |
| All | +277.1% | -51.4% | +328.5% | +329.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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