+2,547.4%
LRCX vs D
+44.7%
+2,502.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -3.6% | +2.4% | -6.0% | -4.1% |
| 30D | -30.3% | +10.9% | -41.2% | -32.0% |
| 3M | -27.3% | +2.8% | -30.2% | -28.0% |
| 6M | -24.2% | +12.7% | -36.9% | -26.9% |
| YTD | +30.3% | +20.3% | +10.0% | +23.5% |
| 1Y | +34.3% | +17.1% | +17.2% | +27.9% |
| 3Y | +232.6% | +75.1% | +157.5% | +173.5% |
| 5Y | +286.2% | +13.1% | +273.1% | +268.8% |
| 10Y | +2,547.4% | +48.3% | +2,499.2% | +2,280.1% |
| All | +2,547.4% | +44.7% | +2,502.7% | +2,280.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling