+179.1%
LRCX vs PWR
+62.4%
+116.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -4.4% |
| 7D | +1.8% | -0.2% | +2.0% | +2.2% |
| 30D | -4.3% | -7.7% | +3.4% | +3.1% |
| 3M | -7.3% | -4.9% | -2.4% | -0.4% |
| 6M | +38.6% | +9.7% | +28.8% | +29.2% |
| YTD | +74.4% | +46.7% | +27.7% | +25.4% |
| 1Y | +179.1% | +58.7% | +120.4% | +98.1% |
| All | +179.1% | +62.4% | +116.7% | +98.1% |
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