+213,159.2%
LRCX vs PTC
+8,860.0%
+204,299.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.3% |
| 7D | +12.7% | +0.5% | +12.2% | +12.5% |
| 30D | -21.3% | +1.2% | -22.5% | -21.6% |
| 3M | -32.9% | +27.4% | -60.3% | -40.9% |
| 6M | -23.4% | +39.2% | -62.6% | -36.5% |
| YTD | +32.4% | +12.5% | +19.9% | +17.5% |
| 1Y | +48.0% | +12.3% | +35.8% | +31.4% |
| 3Y | +243.9% | +28.8% | +215.1% | +187.9% |
| 5Y | +280.6% | +60.9% | +219.7% | +195.1% |
| 10Y | +2,547.5% | +316.6% | +2,230.9% | +1,315.5% |
| All | +213,159.2% | +8,860.0% | +204,299.2% | +24,020.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling