+304.3%
LRCX vs PTC
+62.1%
+242.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.1% |
| 7D | +6.5% | +0.5% | +6.0% | +6.4% |
| 30D | -23.8% | +0.9% | -24.7% | -24.0% |
| 3M | -24.2% | +30.4% | -54.6% | -33.2% |
| 6M | -20.2% | +34.4% | -54.6% | -32.1% |
| YTD | +38.2% | +12.6% | +25.6% | +29.6% |
| 1Y | +48.9% | +10.2% | +38.7% | +41.6% |
| 3Y | +252.8% | +29.4% | +223.4% | +177.1% |
| 5Y | +304.3% | +63.7% | +240.6% | +160.3% |
| All | +304.3% | +62.1% | +242.2% | +160.3% |
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