+26,650.6%
LRCX vs DLTR
+10,476.7%
+16,173.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.1% | -0.1% |
| 7D | +9.5% | -10.2% | +19.8% | +13.0% |
| 30D | +3.1% | -8.5% | +11.6% | +5.4% |
| 3M | -3.4% | +5.6% | -9.0% | -6.0% |
| 6M | +49.7% | +2.2% | +47.5% | +45.5% |
| YTD | +84.9% | -3.8% | +88.6% | +82.5% |
| 1Y | +200.8% | +22.9% | +177.9% | +174.3% |
| 3Y | +385.1% | +2.0% | +383.0% | +345.7% |
| 5Y | +460.5% | +29.8% | +430.7% | +360.0% |
| 10Y | +3,866.3% | +45.0% | +3,821.2% | +2,882.4% |
| All | +26,650.6% | +10,476.7% | +16,173.9% | +5,543.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling