+159.4%
LRCX vs DIA
+16.9%
+142.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -2.1% |
| 7D | -3.1% | -1.6% | -1.5% | +0.3% |
| 30D | -8.6% | -2.0% | -6.5% | -4.4% |
| 3M | -17.7% | +3.6% | -21.3% | -24.9% |
| 6M | +36.4% | +11.5% | +24.8% | +5.8% |
| YTD | +74.5% | +10.4% | +64.2% | +38.2% |
| 1Y | +159.4% | +15.6% | +143.9% | +84.3% |
| All | +159.4% | +16.9% | +142.6% | +84.3% |
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