+456.3%
LRCX vs DIA
+62.7%
+393.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.1% |
| 7D | +9.5% | -1.2% | +10.8% | +11.8% |
| 30D | +3.1% | -2.7% | +5.8% | +8.0% |
| 3M | -3.4% | +3.3% | -6.7% | -8.7% |
| 6M | +49.7% | +10.4% | +39.3% | +26.6% |
| YTD | +84.9% | +10.0% | +74.9% | +58.3% |
| 1Y | +200.8% | +16.2% | +184.7% | +135.9% |
| 3Y | +385.1% | +58.7% | +326.3% | +123.3% |
| All | +456.3% | +62.7% | +393.6% | +150.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling