+189,107.2%
LRCX vs PPL
+2,158.2%
+186,949.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.6% | +8.8% | +8.4% |
| 7D | -16.2% | +0.4% | -16.6% | -16.4% |
| 30D | -39.2% | +5.4% | -44.6% | -40.6% |
| 3M | -34.4% | +4.3% | -38.6% | -35.7% |
| 6M | -32.4% | -1.3% | -31.1% | -32.8% |
| YTD | +17.4% | +4.7% | +12.8% | +13.9% |
| 1Y | +24.2% | +1.3% | +22.9% | +21.8% |
| 3Y | +221.6% | +57.2% | +164.3% | +158.8% |
| 5Y | +245.2% | +48.2% | +197.0% | +183.5% |
| 10Y | +2,310.5% | +62.7% | +2,247.7% | +1,761.7% |
| All | +189,107.2% | +2,158.2% | +186,949.0% | +61,751.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling