+3,546.5%
LRCX vs PWR
+2,415.0%
+1,131.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -4.7% |
| 7D | +1.8% | -0.2% | +2.0% | +2.1% |
| 30D | -4.3% | -7.7% | +3.4% | +1.1% |
| 3M | -7.3% | -4.9% | -2.4% | -2.2% |
| 6M | +38.6% | +9.7% | +28.8% | +32.3% |
| YTD | +74.4% | +46.7% | +27.7% | +38.1% |
| 1Y | +179.1% | +58.7% | +120.4% | +110.7% |
| 3Y | +357.7% | +200.7% | +157.0% | +121.5% |
| 5Y | +424.9% | +438.6% | -13.7% | +71.6% |
| All | +3,546.5% | +2,415.0% | +1,131.5% | +337.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling