+38,155.1%
LRCX vs PWR
+8,583.6%
+29,571.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.9% |
| 7D | +1.9% | +3.6% | -1.7% | +0.6% |
| 30D | +0.1% | -8.6% | +8.7% | +3.3% |
| 3M | -8.5% | -13.2% | +4.7% | -2.5% |
| 6M | +38.1% | +9.9% | +28.2% | +35.6% |
| YTD | +80.1% | +48.0% | +32.0% | +59.9% |
| 1Y | +208.1% | +66.2% | +141.9% | +163.8% |
| 3Y | +350.2% | +195.1% | +155.1% | +216.6% |
| 5Y | +430.7% | +442.6% | -11.9% | +206.5% |
| 10Y | +3,633.2% | +2,334.2% | +1,299.0% | +1,247.2% |
| All | +38,155.1% | +8,583.6% | +29,571.5% | +6,941.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling