+274.3%
LRCX vs D
+14.9%
+259.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.5% | +10.9% | +10.4% |
| 7D | -2.7% | +0.8% | -3.5% | -2.7% |
| 30D | -30.6% | +10.7% | -41.3% | -30.1% |
| 3M | -28.8% | +2.3% | -31.1% | -28.5% |
| 6M | -24.6% | +12.5% | -37.1% | -24.3% |
| YTD | +29.7% | +20.1% | +9.6% | +30.0% |
| 1Y | +39.5% | +15.6% | +24.0% | +40.0% |
| 3Y | +248.9% | +75.2% | +173.8% | +237.6% |
| 5Y | +274.3% | +14.6% | +259.8% | +314.5% |
| All | +274.3% | +14.9% | +259.5% | +314.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling