+290,000.9%
LRCX vs D
+2,347.4%
+287,653.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.3% |
| 7D | +1.9% | +1.5% | +0.4% | +1.4% |
| 30D | +0.1% | -2.6% | +2.7% | +1.0% |
| 3M | -8.5% | 0.0% | -8.5% | -8.8% |
| 6M | +38.1% | +7.4% | +30.7% | +33.5% |
| YTD | +80.1% | +15.9% | +64.2% | +69.3% |
| 1Y | +208.1% | +18.1% | +189.9% | +186.6% |
| 3Y | +350.2% | +58.4% | +291.8% | +262.1% |
| 5Y | +430.7% | +5.2% | +425.5% | +393.3% |
| 10Y | +3,633.2% | +35.9% | +3,597.4% | +2,923.7% |
| All | +290,000.9% | +2,347.4% | +287,653.5% | +84,815.4% |
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 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