+2,635.6%
LRCX vs PWR
+1,863.6%
+772.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.3% | +1.8% | +3.1% |
| 7D | +6.5% | +4.7% | +1.8% | +4.0% |
| 30D | -23.8% | -12.5% | -11.3% | -16.0% |
| 3M | -24.2% | -9.3% | -14.8% | -18.7% |
| 6M | -20.2% | -22.2% | +2.0% | -3.7% |
| YTD | +38.2% | +44.2% | -5.9% | +10.8% |
| 1Y | +48.9% | +35.5% | +13.3% | +24.3% |
| 3Y | +252.8% | +250.4% | +2.4% | +55.7% |
| 5Y | +304.3% | +425.6% | -121.3% | +33.9% |
| All | +2,635.6% | +1,863.6% | +772.0% | +263.0% |
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