+290,000.8%
LRCX vs PTC
+6,346.6%
+283,654.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -6.0% | +11.2% | +7.4% |
| 7D | +1.9% | -10.3% | +12.2% | +6.0% |
| 30D | +0.1% | +1.1% | -1.1% | -1.0% |
| 3M | -8.5% | +1.6% | -10.1% | -11.7% |
| 6M | +38.1% | -13.5% | +51.5% | +40.5% |
| YTD | +80.1% | -19.1% | +99.1% | +86.7% |
| 1Y | +208.1% | -33.9% | +241.9% | +245.3% |
| 3Y | +350.2% | -3.9% | +354.1% | +334.2% |
| 5Y | +430.7% | +6.0% | +424.6% | +395.6% |
| 10Y | +3,633.2% | +223.7% | +3,409.5% | +2,163.5% |
| All | +290,000.8% | +6,346.6% | +283,654.2% | +38,238.0% |
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