+277.1%
LRCX vs DAR
-27.0%
+304.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.7% |
| 7D | +12.7% | +11.6% | +1.2% | +8.7% |
| 30D | -21.3% | -10.2% | -11.0% | -18.3% |
| 3M | -32.9% | -14.8% | -18.1% | -29.5% |
| 6M | -23.4% | -10.1% | -13.3% | -21.2% |
| YTD | +32.4% | +55.5% | -23.2% | +12.4% |
| 1Y | +48.0% | +61.7% | -13.6% | +23.8% |
| 3Y | +243.9% | +37.2% | +206.8% | +185.8% |
| All | +277.1% | -27.0% | +304.1% | +286.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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