+3,549.0%
LRCX vs DIA
+253.8%
+3,295.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -1.4% |
| 7D | -3.1% | -1.6% | -1.5% | -0.7% |
| 30D | -8.6% | -2.0% | -6.5% | -5.7% |
| 3M | -17.7% | +3.6% | -21.3% | -22.1% |
| 6M | +36.4% | +11.5% | +24.8% | +16.5% |
| YTD | +74.5% | +10.4% | +64.2% | +52.3% |
| 1Y | +159.4% | +15.6% | +143.9% | +112.3% |
| 3Y | +361.6% | +58.9% | +302.7% | +138.9% |
| 5Y | +425.2% | +65.3% | +359.9% | +166.4% |
| All | +3,549.0% | +253.8% | +3,295.2% | +633.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling