+297,723.7%
LRCX vs DHR
+55,958.1%
+241,765.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +9.5% | -2.4% | +12.0% | +10.9% |
| 30D | +3.1% | -2.2% | +5.2% | +3.8% |
| 3M | -3.4% | +9.0% | -12.3% | -10.2% |
| 6M | +49.7% | +3.5% | +46.2% | +42.3% |
| YTD | +84.9% | -10.1% | +95.0% | +90.0% |
| 1Y | +200.8% | +6.2% | +194.6% | +180.3% |
| 3Y | +385.1% | -5.4% | +390.4% | +372.2% |
| 5Y | +460.5% | -27.9% | +488.4% | +528.7% |
| 10Y | +3,866.3% | +215.7% | +3,650.5% | +1,949.6% |
| All | +297,723.7% | +55,958.1% | +241,765.6% | +12,902.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling