+361.3%
LRCX vs DKS
+27.3%
+333.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.5% | -5.6% |
| 7D | +1.8% | -4.7% | +6.6% | +3.3% |
| 30D | -4.3% | -35.1% | +30.8% | +7.9% |
| 3M | -7.3% | -37.7% | +30.4% | +5.1% |
| 6M | +38.6% | -30.7% | +69.3% | +49.8% |
| YTD | +74.4% | -31.9% | +106.4% | +90.0% |
| 1Y | +179.1% | -40.0% | +219.1% | +218.9% |
| All | +361.3% | +27.3% | +333.9% | +321.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 3y: compounded portfolio wealth divided by compounded DKS 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…
3y analysis · Full analysis span regression · 6 months rolling