+7,576.6%
LRCX vs PSLV
+109.5%
+7,467.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -3.1% | -3.5% | +0.4% | -2.3% |
| 30D | -8.6% | -2.1% | -6.4% | -8.2% |
| 3M | -17.7% | -1.6% | -16.0% | -17.5% |
| 6M | +36.4% | -25.5% | +61.8% | +44.4% |
| YTD | +74.5% | -11.4% | +86.0% | +75.1% |
| 1Y | +159.4% | +48.6% | +110.9% | +134.1% |
| 3Y | +361.6% | +166.9% | +194.7% | +272.7% |
| 5Y | +425.2% | +152.4% | +272.8% | +323.2% |
| 10Y | +3,645.0% | +187.8% | +3,457.2% | +2,768.2% |
| All | +7,576.6% | +109.5% | +7,467.1% | +5,123.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling