+2,664.2%
LRCX vs PR
+72.8%
+2,591.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.8% | +3.3% | +5.8% |
| 7D | +6.5% | -0.5% | +7.0% | +6.7% |
| 30D | -23.8% | -4.6% | -19.2% | -23.4% |
| 3M | -24.2% | +4.7% | -28.9% | -24.6% |
| 6M | -20.2% | +12.4% | -32.6% | -21.3% |
| YTD | +38.2% | +62.9% | -24.7% | +30.9% |
| 1Y | +48.9% | +70.6% | -21.7% | +40.2% |
| 3Y | +252.8% | +90.0% | +162.8% | +228.0% |
| 5Y | +304.3% | +255.5% | +48.8% | +252.2% |
| 10Y | +2,664.2% | +78.7% | +2,585.5% | +2,685.9% |
| All | +2,664.2% | +72.8% | +2,591.5% | +2,685.9% |
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 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