+208.1%
LRCX vs DIA
+19.6%
+188.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.7% | +6.4% |
| 7D | +1.9% | -0.2% | +2.1% | +2.3% |
| 30D | +0.1% | -1.5% | +1.6% | +3.6% |
| 3M | -8.5% | +3.8% | -12.2% | -16.3% |
| 6M | +38.1% | +10.3% | +27.8% | +10.1% |
| YTD | +80.1% | +12.1% | +68.0% | +37.5% |
| 1Y | +208.1% | +18.6% | +189.4% | +105.5% |
| All | +208.1% | +19.6% | +188.5% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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