+15,523.7%
LRCX vs PRU
+806.6%
+14,717.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.5% |
| 7D | +1.9% | +1.9% | 0.0% | +1.0% |
| 30D | +0.1% | +2.7% | -2.6% | -1.1% |
| 3M | -8.5% | +19.5% | -27.9% | -15.9% |
| 6M | +38.1% | +26.6% | +11.4% | +23.7% |
| YTD | +80.1% | +12.3% | +67.7% | +70.0% |
| 1Y | +208.1% | +18.0% | +190.0% | +184.1% |
| 3Y | +350.2% | +47.0% | +303.2% | +275.2% |
| 5Y | +430.7% | +48.4% | +382.2% | +340.9% |
| 10Y | +3,633.2% | +142.4% | +3,490.8% | +2,334.0% |
| All | +15,523.7% | +806.6% | +14,717.1% | +2,659.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling