+416.0%
LRCX vs DINO
+326.7%
+89.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -3.1% | +2.3% | -5.4% | -3.5% |
| 30D | -8.6% | +22.6% | -31.2% | -12.8% |
| 3M | -17.7% | +55.2% | -72.9% | -25.9% |
| 6M | +36.4% | +93.8% | -57.4% | +14.9% |
| YTD | +74.5% | +139.5% | -65.0% | +37.0% |
| 1Y | +159.4% | +115.3% | +44.1% | +109.6% |
| 3Y | +361.6% | +98.8% | +262.8% | +262.1% |
| All | +416.0% | +326.7% | +89.3% | +223.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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