+248.9%
LRCX vs D
+71.1%
+177.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.5% | +10.9% | +10.3% |
| 7D | -2.7% | +0.8% | -3.5% | -2.4% |
| 30D | -30.6% | +10.7% | -41.3% | -28.6% |
| 3M | -28.8% | +2.3% | -31.1% | -27.8% |
| 6M | -24.6% | +12.5% | -37.1% | -22.3% |
| YTD | +29.7% | +20.1% | +9.6% | +35.1% |
| 1Y | +39.5% | +15.6% | +24.0% | +44.7% |
| 3Y | +248.9% | +75.2% | +173.8% | +286.8% |
| All | +248.9% | +71.1% | +177.8% | +286.8% |
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