+208.1%
LRCX vs DLTR
+29.2%
+178.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.1% |
| 7D | +1.9% | +2.5% | -0.6% | +1.7% |
| 30D | +0.1% | +2.1% | -2.0% | -0.2% |
| 3M | -8.5% | +20.3% | -28.8% | -11.6% |
| 6M | +38.1% | +11.5% | +26.5% | +35.6% |
| YTD | +80.1% | +6.8% | +73.2% | +78.6% |
| 1Y | +208.1% | +31.1% | +177.0% | +178.7% |
| All | +208.1% | +29.2% | +178.8% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling