+3,549.0%
LRCX vs DGX
+255.3%
+3,293.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.6% |
| 7D | -3.1% | -0.9% | -2.2% | -2.7% |
| 30D | -8.6% | -1.2% | -7.4% | -8.2% |
| 3M | -17.7% | +15.8% | -33.4% | -23.4% |
| 6M | +36.4% | +18.2% | +18.2% | +25.0% |
| YTD | +74.5% | +37.2% | +37.3% | +48.1% |
| 1Y | +159.4% | +30.4% | +129.1% | +124.0% |
| 3Y | +361.6% | +96.7% | +264.9% | +209.0% |
| 5Y | +425.2% | +67.2% | +358.1% | +278.6% |
| All | +3,549.0% | +255.3% | +3,293.7% | +1,553.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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