+478.4%
LRCX vs PRU
+45.5%
+433.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.2% | +6.3% | +5.5% |
| 7D | +10.4% | +1.9% | +8.5% | +8.9% |
| 30D | +2.9% | -0.4% | +3.3% | +3.1% |
| 3M | -1.2% | +16.4% | -17.6% | -11.3% |
| 6M | +60.9% | +26.0% | +34.8% | +36.4% |
| YTD | +87.5% | +9.9% | +77.6% | +74.0% |
| 1Y | +206.6% | +18.8% | +187.9% | +169.5% |
| 3Y | +392.1% | +45.4% | +346.7% | +263.0% |
| 5Y | +478.4% | +45.6% | +432.9% | +332.3% |
| All | +478.4% | +45.5% | +433.0% | +332.3% |
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