+246.2%
LRCX vs PRU
+36.1%
+210.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.6% | +10.9% | +9.8% |
| 7D | -16.2% | +2.4% | -18.6% | -17.5% |
| 30D | -39.2% | +6.1% | -45.3% | -41.7% |
| 3M | -34.4% | -0.7% | -33.7% | -34.6% |
| 6M | -32.4% | +22.1% | -54.5% | -41.8% |
| YTD | +17.4% | +9.8% | +7.7% | +8.2% |
| 1Y | +24.2% | +19.4% | +4.8% | +8.2% |
| 3Y | +221.6% | +50.4% | +171.2% | +129.4% |
| All | +246.2% | +36.1% | +210.0% | +167.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling