+259.1%
LRCX vs PTC
+29.2%
+229.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.1% |
| 7D | +6.5% | +0.5% | +6.0% | +6.5% |
| 30D | -23.8% | +0.9% | -24.7% | -23.9% |
| 3M | -24.2% | +30.4% | -54.6% | -26.8% |
| 6M | -20.2% | +34.4% | -54.6% | -22.5% |
| YTD | +38.2% | +12.6% | +25.6% | +45.8% |
| 1Y | +48.9% | +10.2% | +38.7% | +59.0% |
| All | +259.1% | +29.2% | +229.9% | +204.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling