+208.1%
LRCX vs PR
+76.5%
+131.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +4.7% |
| 7D | +1.9% | +2.9% | -1.0% | +2.6% |
| 30D | +0.1% | +18.0% | -18.0% | +4.4% |
| 3M | -8.5% | +16.9% | -25.3% | -3.8% |
| 6M | +38.1% | +28.2% | +9.9% | +45.7% |
| YTD | +80.1% | +69.3% | +10.7% | +99.5% |
| 1Y | +208.1% | +69.5% | +138.6% | +237.9% |
| All | +208.1% | +76.5% | +131.5% | +237.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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