+208,920.9%
LRCX vs DOC
+2,934.4%
+205,986.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.1% | -7.1% | -5.3% |
| 7D | -12.8% | +8.7% | -21.5% | -15.8% |
| 30D | -36.0% | +7.6% | -43.6% | -38.2% |
| 3M | -30.2% | -5.3% | -25.0% | -29.3% |
| 6M | -14.2% | +27.6% | -41.8% | -23.8% |
| YTD | +29.7% | +32.4% | -2.7% | +13.0% |
| 1Y | +42.8% | +22.9% | +19.9% | +28.0% |
| 3Y | +258.0% | +43.1% | +214.9% | +195.1% |
| 5Y | +289.1% | -21.4% | +310.4% | +307.5% |
| 10Y | +2,562.9% | +16.8% | +2,546.1% | +2,163.0% |
| All | +208,920.9% | +2,934.4% | +205,986.5% | +26,918.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling