+460.5%
LRCX vs D
+5.1%
+455.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.5% |
| 7D | +9.5% | -0.4% | +10.0% | +9.5% |
| 30D | +3.1% | -2.1% | +5.2% | +3.0% |
| 3M | -3.4% | -0.7% | -2.6% | -3.5% |
| 6M | +49.7% | +5.6% | +44.1% | +49.6% |
| YTD | +84.9% | +14.6% | +70.3% | +84.6% |
| 1Y | +200.8% | +15.3% | +185.5% | +200.3% |
| 3Y | +385.1% | +59.1% | +325.9% | +372.6% |
| 5Y | +460.5% | +3.9% | +456.6% | +481.4% |
| All | +460.5% | +5.1% | +455.4% | +481.4% |
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 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