+200.8%
LRCX vs D
+17.3%
+183.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.8% |
| 7D | +9.5% | -0.4% | +10.0% | +9.4% |
| 30D | +3.1% | -2.1% | +5.2% | +2.6% |
| 3M | -3.4% | -0.7% | -2.6% | -3.7% |
| 6M | +49.7% | +5.6% | +44.1% | +51.1% |
| YTD | +84.9% | +14.6% | +70.3% | +89.3% |
| 1Y | +200.8% | +15.3% | +185.5% | +207.4% |
| All | +200.8% | +17.3% | +183.6% | +207.4% |
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