+416.0%
LRCX vs DKS
+13.6%
+402.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | -3.1% | -3.0% | -0.1% | -2.2% |
| 30D | -8.6% | -33.4% | +24.8% | +2.8% |
| 3M | -17.7% | -39.4% | +21.7% | -5.0% |
| 6M | +36.4% | -30.1% | +66.5% | +48.4% |
| YTD | +74.5% | -31.0% | +105.5% | +90.9% |
| 1Y | +159.4% | -40.2% | +199.6% | +199.2% |
| 3Y | +361.6% | +30.9% | +330.6% | +278.7% |
| All | +416.0% | +13.6% | +402.4% | +281.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling