+28,022.1%
LRCX vs PWR
+8,273.5%
+19,748.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.1% |
| 7D | +12.7% | +11.3% | +1.4% | +8.6% |
| 30D | -21.3% | -8.9% | -12.4% | -18.1% |
| 3M | -32.9% | -10.5% | -22.4% | -29.7% |
| 6M | -23.4% | -22.2% | -1.2% | -14.6% |
| YTD | +32.4% | +42.7% | -10.4% | +19.9% |
| 1Y | +48.0% | +41.1% | +6.9% | +34.8% |
| 3Y | +243.9% | +242.7% | +1.2% | +133.1% |
| 5Y | +280.6% | +418.5% | -137.9% | +125.3% |
| 10Y | +2,547.5% | +1,855.0% | +692.5% | +928.8% |
| All | +28,022.1% | +8,273.5% | +19,748.6% | +5,181.4% |
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