+446.3%
LRCX vs DOC
-24.5%
+470.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.8% | +6.9% | +5.8% |
| 7D | +1.9% | -1.5% | +3.4% | +2.4% |
| 30D | +0.1% | -4.8% | +4.8% | +1.8% |
| 3M | -8.5% | +6.9% | -15.4% | -11.8% |
| 6M | +38.1% | +20.7% | +17.3% | +26.0% |
| YTD | +80.1% | +34.1% | +45.9% | +56.7% |
| 1Y | +208.1% | +22.6% | +185.4% | +177.8% |
| 3Y | +350.2% | +20.8% | +329.4% | +301.7% |
| All | +446.3% | -24.5% | +470.9% | +511.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling