+460.5%
LRCX vs PWR
+448.6%
+11.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | 0.0% |
| 7D | +9.5% | +2.7% | +6.9% | +7.5% |
| 30D | +3.1% | -5.1% | +8.2% | +7.0% |
| 3M | -3.4% | -9.4% | +6.0% | +5.3% |
| 6M | +49.7% | +10.4% | +39.3% | +41.8% |
| YTD | +84.9% | +48.6% | +36.2% | +43.6% |
| 1Y | +200.8% | +68.0% | +132.8% | +116.3% |
| 3Y | +385.1% | +204.7% | +180.3% | +127.7% |
| 5Y | +460.5% | +451.9% | +8.6% | +68.1% |
| All | +460.5% | +448.6% | +11.9% | +68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling