+42.8%
LRCX vs DHR
+11.6%
+31.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.1% | -4.0% |
| 7D | -12.8% | +0.4% | -13.1% | -12.7% |
| 30D | -36.0% | +6.2% | -42.2% | -35.8% |
| 3M | -30.2% | +20.8% | -51.1% | -29.9% |
| 6M | -14.2% | +35.5% | -49.7% | -18.6% |
| YTD | +29.7% | +3.2% | +26.5% | +41.0% |
| 1Y | +42.8% | +10.7% | +32.1% | +61.1% |
| All | +42.8% | +11.6% | +31.2% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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