+3,821.0%
LRCX vs PR
+101.2%
+3,719.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +2.9% | +4.0% |
| 7D | +10.4% | -0.6% | +11.0% | +10.5% |
| 30D | +2.9% | +17.4% | -14.5% | +1.3% |
| 3M | -1.2% | +21.8% | -22.9% | -3.2% |
| 6M | +60.9% | +27.6% | +33.3% | +56.4% |
| YTD | +87.5% | +71.4% | +16.1% | +76.9% |
| 1Y | +206.6% | +78.3% | +128.3% | +187.4% |
| 3Y | +392.1% | +85.5% | +306.6% | +357.8% |
| 5Y | +478.4% | +422.7% | +55.8% | +391.7% |
| 10Y | +3,821.0% | +87.1% | +3,733.9% | +3,802.5% |
| All | +3,821.0% | +101.2% | +3,719.8% | +3,802.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling