+221.6%
LRCX vs DOC
+44.2%
+177.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.7% | +7.5% | +8.1% |
| 7D | -16.2% | +6.5% | -22.6% | -17.2% |
| 30D | -39.2% | +9.2% | -48.3% | -40.3% |
| 3M | -34.4% | -2.5% | -31.9% | -33.9% |
| 6M | -32.4% | +7.1% | -39.5% | -34.4% |
| YTD | +17.4% | +33.0% | -15.6% | +6.4% |
| 1Y | +24.2% | +23.3% | +0.9% | +14.8% |
| 3Y | +221.6% | +44.9% | +176.6% | +186.1% |
| All | +221.6% | +44.2% | +177.4% | +186.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling