+3,549.0%
LRCX vs DE
+863.9%
+2,685.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.1% | -2.6% | -0.5% | -1.7% |
| 30D | -8.6% | +9.0% | -17.6% | -13.4% |
| 3M | -17.7% | +19.1% | -36.8% | -25.8% |
| 6M | +36.4% | +14.4% | +22.0% | +25.5% |
| YTD | +74.5% | +45.9% | +28.6% | +38.2% |
| 1Y | +159.4% | +43.6% | +115.8% | +106.1% |
| 3Y | +361.6% | +75.9% | +285.7% | +217.3% |
| 5Y | +425.2% | +98.8% | +326.5% | +218.6% |
| All | +3,549.0% | +863.9% | +2,685.1% | +845.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 10y: compounded portfolio wealth divided by compounded DE 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…
10y analysis · Full analysis span regression · 6 months rolling