+3,549.0%
LRCX vs PSA
+102.6%
+3,446.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.2% |
| 7D | -3.1% | -1.8% | -1.2% | -2.4% |
| 30D | -8.6% | -8.4% | -0.2% | -5.7% |
| 3M | -17.7% | -7.8% | -9.8% | -16.0% |
| 6M | +36.4% | +0.8% | +35.6% | +34.2% |
| YTD | +74.5% | +16.5% | +58.1% | +61.9% |
| 1Y | +159.4% | +4.7% | +154.7% | +149.8% |
| 3Y | +361.6% | +21.1% | +340.5% | +307.7% |
| 5Y | +425.2% | +14.2% | +411.1% | +371.6% |
| All | +3,549.0% | +102.6% | +3,446.5% | +2,385.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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