+208.1%
LRCX vs DHI
-16.9%
+225.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.3% | +5.5% |
| 7D | +1.9% | -3.1% | +5.1% | +3.0% |
| 30D | +0.1% | -5.5% | +5.5% | +1.7% |
| 3M | -8.5% | -2.2% | -6.3% | -8.3% |
| 6M | +38.1% | -6.0% | +44.0% | +37.3% |
| YTD | +80.1% | 0.0% | +80.1% | +75.9% |
| 1Y | +208.1% | -18.2% | +226.3% | +230.4% |
| All | +208.1% | -16.9% | +225.0% | +230.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling