+392.1%
LRCX vs PWR
+206.3%
+185.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.8% | +2.4% |
| 7D | +10.4% | +4.5% | +5.9% | +6.8% |
| 30D | +2.9% | -4.9% | +7.8% | +6.8% |
| 3M | -1.2% | -7.9% | +6.7% | +6.4% |
| 6M | +60.9% | +18.3% | +42.5% | +45.5% |
| YTD | +87.5% | +51.5% | +36.0% | +44.0% |
| 1Y | +206.6% | +70.3% | +136.3% | +119.6% |
| 3Y | +392.1% | +210.6% | +181.5% | +142.2% |
| All | +392.1% | +206.3% | +185.8% | +142.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling