+361.6%
LRCX vs DE
+74.6%
+287.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.1% | -2.6% | -0.5% | -2.1% |
| 30D | -8.6% | +9.0% | -17.6% | -12.2% |
| 3M | -17.7% | +19.1% | -36.8% | -23.7% |
| 6M | +36.4% | +14.4% | +22.0% | +28.2% |
| YTD | +74.5% | +45.9% | +28.6% | +47.0% |
| 1Y | +159.4% | +43.6% | +115.8% | +119.1% |
| 3Y | +361.6% | +75.9% | +285.7% | +250.1% |
| All | +361.6% | +74.6% | +287.0% | +250.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling