+2,664.2%
LRCX vs PPL
+65.2%
+2,599.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.0% | +6.5% |
| 7D | +6.5% | -1.0% | +7.5% | +6.8% |
| 30D | -23.8% | +3.0% | -26.8% | -25.2% |
| 3M | -24.2% | +1.1% | -25.3% | -25.0% |
| 6M | -20.2% | -0.8% | -19.4% | -20.8% |
| YTD | +38.2% | +3.5% | +34.7% | +33.6% |
| 1Y | +48.9% | -0.9% | +49.8% | +46.8% |
| 3Y | +252.8% | +54.2% | +198.6% | +166.1% |
| 5Y | +304.3% | +46.3% | +258.0% | +211.4% |
| 10Y | +2,664.2% | +65.0% | +2,599.2% | +1,698.9% |
| All | +2,664.2% | +65.2% | +2,599.0% | +1,698.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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