+416.0%
LRCX vs PSX
+362.1%
+53.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -3.1% | +1.7% | -4.8% | -3.5% |
| 30D | -8.6% | +15.6% | -24.2% | -12.1% |
| 3M | -17.7% | +46.5% | -64.1% | -26.1% |
| 6M | +36.4% | +55.0% | -18.7% | +18.9% |
| YTD | +74.5% | +105.3% | -30.7% | +37.1% |
| 1Y | +159.4% | +101.6% | +57.9% | +104.0% |
| 3Y | +361.6% | +134.1% | +227.4% | +236.1% |
| All | +416.0% | +362.1% | +53.9% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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