+8,598.3%
LRCX vs PSX
+1,159.1%
+7,439.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.6% |
| 7D | +10.4% | +2.8% | +7.6% | +9.3% |
| 30D | +2.9% | +27.8% | -24.8% | -6.3% |
| 3M | -1.2% | +42.0% | -43.2% | -14.1% |
| 6M | +60.9% | +58.1% | +2.7% | +32.5% |
| YTD | +87.5% | +105.0% | -17.5% | +38.3% |
| 1Y | +206.6% | +104.9% | +101.7% | +125.0% |
| 3Y | +392.1% | +134.1% | +258.0% | +235.4% |
| 5Y | +478.4% | +363.8% | +114.6% | +186.4% |
| 10Y | +3,821.0% | +370.1% | +3,450.9% | +1,691.4% |
| All | +8,598.3% | +1,159.1% | +7,439.1% | +2,952.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling