+11,205.9%
LRCX vs PRU
+816.1%
+10,389.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | 0.0% |
| 7D | -3.6% | +3.8% | -7.4% | -5.2% |
| 30D | -30.3% | +9.0% | -39.3% | -33.1% |
| 3M | -27.3% | +2.1% | -29.5% | -28.4% |
| 6M | -24.2% | +25.4% | -49.6% | -32.2% |
| YTD | +30.3% | +13.5% | +16.8% | +21.8% |
| 1Y | +34.3% | +21.3% | +13.0% | +21.9% |
| 3Y | +232.6% | +55.1% | +177.5% | +169.7% |
| 5Y | +286.2% | +43.6% | +242.6% | +223.9% |
| 10Y | +2,547.4% | +99.2% | +2,448.2% | +1,753.5% |
| All | +11,205.9% | +816.1% | +10,389.8% | +1,877.0% |
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