+424.9%
LRCX vs PSA
+13.0%
+411.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | +1.8% | -3.6% | +5.5% | +3.1% |
| 30D | -4.3% | -9.4% | +5.1% | -1.2% |
| 3M | -7.3% | -8.2% | +0.9% | -5.6% |
| 6M | +38.6% | -1.8% | +40.4% | +37.2% |
| YTD | +74.4% | +15.7% | +58.7% | +61.8% |
| 1Y | +179.1% | +6.3% | +172.8% | +166.3% |
| 3Y | +357.7% | +21.6% | +336.1% | +296.4% |
| 5Y | +424.9% | +13.5% | +411.4% | +384.4% |
| All | +424.9% | +13.0% | +411.8% | +384.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling