+48.0%
LRCX vs DIA
+10.3%
+37.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.6% |
| 7D | +12.7% | +2.1% | +10.6% | +8.1% |
| 30D | -21.3% | +1.5% | -22.7% | -22.9% |
| 3M | -32.9% | -2.4% | -30.5% | -28.5% |
| 6M | -23.4% | +6.0% | -29.4% | -32.9% |
| YTD | +32.4% | +10.1% | +22.3% | +6.1% |
| 1Y | +48.0% | +11.8% | +36.2% | +15.4% |
| All | +48.0% | +10.3% | +37.8% | +15.4% |
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