+302,042.5%
LRCX vs PSA
+14,166.4%
+287,876.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.2% |
| 7D | +10.4% | -0.4% | +10.8% | +10.6% |
| 30D | +2.9% | -8.2% | +11.1% | +6.2% |
| 3M | -1.2% | -2.1% | +1.0% | -1.4% |
| 6M | +60.9% | -0.2% | +61.1% | +59.4% |
| YTD | +87.5% | +18.5% | +69.0% | +73.7% |
| 1Y | +206.6% | +6.6% | +200.1% | +194.5% |
| 3Y | +392.1% | +24.5% | +367.6% | +336.9% |
| 5Y | +478.4% | +13.6% | +464.8% | +427.1% |
| 10Y | +3,821.0% | +102.0% | +3,719.0% | +2,679.6% |
| All | +302,042.5% | +14,166.4% | +287,876.1% | +62,497.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling