+208.1%
LRCX vs D
+15.7%
+192.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.5% | +4.8% |
| 7D | +1.9% | +0.4% | +1.5% | +2.0% |
| 30D | +0.1% | -3.6% | +3.6% | -0.9% |
| 3M | -8.5% | -1.0% | -7.5% | -8.8% |
| 6M | +38.1% | +6.3% | +31.8% | +39.4% |
| YTD | +80.1% | +14.7% | +65.4% | +84.5% |
| 1Y | +208.1% | +16.9% | +191.1% | +221.0% |
| All | +208.1% | +15.7% | +192.4% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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