+42.8%
LRCX vs PSLV
+7.9%
+34.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.0% | -10.0% | -6.0% |
| 7D | -12.8% | -2.6% | -10.1% | -12.1% |
| 30D | -36.0% | -14.2% | -21.8% | -32.6% |
| 3M | -30.2% | -12.2% | -18.0% | -27.2% |
| 6M | -14.2% | -28.1% | +13.9% | -5.3% |
| YTD | +29.7% | -28.2% | +57.9% | +32.4% |
| 1Y | +42.8% | +9.1% | +33.7% | +6.3% |
| All | +42.8% | +7.9% | +34.9% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling