+14,409.3%
LRCX vs DLR
+3,617.4%
+10,791.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.9% |
| 7D | +10.4% | +3.4% | +7.0% | +8.7% |
| 30D | +2.9% | -2.2% | +5.1% | +4.1% |
| 3M | -1.2% | +4.7% | -5.9% | -3.7% |
| 6M | +60.9% | +9.0% | +51.9% | +54.3% |
| YTD | +87.5% | +24.1% | +63.4% | +69.6% |
| 1Y | +206.6% | +20.9% | +185.7% | +180.6% |
| 3Y | +392.1% | +60.0% | +332.1% | +293.9% |
| 5Y | +478.4% | +35.3% | +443.1% | +389.8% |
| 10Y | +3,821.0% | +165.8% | +3,655.3% | +2,293.4% |
| All | +14,409.3% | +3,617.4% | +10,791.9% | +2,342.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 all: compounded portfolio wealth divided by compounded DLR 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…
all analysis · Full analysis span regression · 6 months rolling