+3,866.3%
LRCX vs PRU
+135.5%
+3,730.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.5% |
| 7D | +9.5% | -1.9% | +11.4% | +10.7% |
| 30D | +3.1% | -2.6% | +5.7% | +4.6% |
| 3M | -3.4% | +14.7% | -18.1% | -12.0% |
| 6M | +49.7% | +25.7% | +24.0% | +28.5% |
| YTD | +84.9% | +8.3% | +76.6% | +73.9% |
| 1Y | +200.8% | +17.3% | +183.5% | +168.6% |
| 3Y | +385.1% | +43.2% | +341.9% | +275.9% |
| 5Y | +460.5% | +43.5% | +417.0% | +331.4% |
| 10Y | +3,866.3% | +134.6% | +3,731.7% | +2,119.6% |
| All | +3,866.3% | +135.5% | +3,730.7% | +2,119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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