+219.0%
LRCX vs DOC
-22.1%
+241.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -0.2% | -16.1% | -16.3% |
| 7D | -27.2% | +6.2% | -33.4% | -28.8% |
| 30D | -44.5% | +6.5% | -51.0% | -46.0% |
| 3M | -39.7% | -6.2% | -33.5% | -38.5% |
| 6M | -32.7% | +25.6% | -58.3% | -40.0% |
| YTD | +8.5% | +32.1% | -23.6% | -5.7% |
| 1Y | +12.7% | +20.3% | -7.6% | +1.8% |
| 3Y | +199.4% | +42.7% | +156.7% | +140.8% |
| 5Y | +219.0% | -22.2% | +241.1% | +278.8% |
| All | +219.0% | -22.1% | +241.0% | +278.8% |
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