+208.1%
LRCX vs PWR
+66.5%
+141.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.5% |
| 7D | +1.9% | +3.6% | -1.7% | -1.4% |
| 30D | +0.1% | -8.6% | +8.7% | +8.6% |
| 3M | -8.5% | -13.2% | +4.7% | +5.1% |
| 6M | +38.1% | +9.9% | +28.2% | +28.8% |
| YTD | +80.1% | +48.0% | +32.0% | +29.7% |
| 1Y | +208.1% | +66.2% | +141.9% | +123.4% |
| All | +208.1% | +66.5% | +141.5% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling