+392.1%
LRCX vs D
+65.5%
+326.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +4.2% |
| 7D | +10.4% | +0.8% | +9.6% | +10.5% |
| 30D | +2.9% | -0.7% | +3.7% | +2.8% |
| 3M | -1.2% | +2.1% | -3.3% | -0.9% |
| 6M | +60.9% | +6.8% | +54.0% | +62.3% |
| YTD | +87.5% | +16.5% | +71.0% | +91.2% |
| 1Y | +206.6% | +19.2% | +187.5% | +213.6% |
| 3Y | +392.1% | +61.9% | +330.2% | +408.6% |
| All | +392.1% | +65.5% | +326.6% | +408.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling