+222,561.1%
LRCX vs D
+2,429.9%
+220,131.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.5% | +6.2% |
| 7D | +6.5% | -2.4% | +8.9% | +7.3% |
| 30D | -23.8% | +9.0% | -32.8% | -26.5% |
| 3M | -24.2% | +1.0% | -25.1% | -24.9% |
| 6M | -20.2% | +11.0% | -31.2% | -24.1% |
| YTD | +38.2% | +19.8% | +18.4% | +27.6% |
| 1Y | +48.9% | +16.0% | +32.9% | +38.7% |
| 3Y | +252.8% | +74.4% | +178.5% | +172.9% |
| 5Y | +304.3% | +13.5% | +290.8% | +263.4% |
| 10Y | +2,664.2% | +48.4% | +2,615.9% | +2,050.6% |
| All | +222,561.1% | +2,429.9% | +220,131.2% | +63,890.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling