+2,520.1%
LRCX vs DOC
+21.2%
+2,498.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | +12.7% | -0.9% | +13.6% | +13.2% |
| 30D | -21.3% | +7.7% | -29.0% | -24.1% |
| 3M | -32.9% | -2.0% | -30.9% | -32.8% |
| 6M | -23.4% | +5.9% | -29.3% | -26.5% |
| YTD | +32.4% | +31.8% | +0.5% | +14.1% |
| 1Y | +48.0% | +22.5% | +25.5% | +31.6% |
| 3Y | +243.9% | +54.7% | +189.2% | +166.2% |
| 5Y | +280.6% | -21.3% | +301.9% | +305.2% |
| All | +2,520.1% | +21.2% | +2,498.9% | +2,185.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling