+297,723.7%
LRCX vs DE
+14,495.7%
+283,227.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +9.5% | -3.0% | +12.6% | +11.2% |
| 30D | +3.1% | +11.1% | -8.1% | -2.7% |
| 3M | -3.4% | +17.6% | -21.0% | -11.2% |
| 6M | +49.7% | +13.6% | +36.1% | +39.6% |
| YTD | +84.9% | +46.3% | +38.6% | +50.5% |
| 1Y | +200.8% | +44.2% | +156.7% | +145.7% |
| 3Y | +385.1% | +76.6% | +308.5% | +251.2% |
| 5Y | +460.5% | +98.2% | +362.3% | +270.8% |
| 10Y | +3,866.3% | +863.5% | +3,002.7% | +1,084.2% |
| All | +297,723.7% | +14,495.7% | +283,227.9% | +22,503.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling