+460.5%
LRCX vs PTC
-0.9%
+461.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.8% | +0.1% |
| 7D | +9.5% | -13.6% | +23.1% | +16.5% |
| 30D | +3.1% | -14.7% | +17.7% | +9.9% |
| 3M | -3.4% | -5.9% | +2.5% | -4.0% |
| 6M | +49.7% | -21.1% | +70.8% | +63.9% |
| YTD | +84.9% | -26.0% | +110.9% | +109.0% |
| 1Y | +200.8% | -36.8% | +237.7% | +279.4% |
| 3Y | +385.1% | -10.3% | +395.3% | +344.8% |
| 5Y | +460.5% | +1.2% | +459.3% | +344.6% |
| All | +460.5% | -0.9% | +461.4% | +344.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling