+332.1%
LRCX vs DOCN
+108.0%
+224.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.8% | -2.1% |
| 7D | +12.7% | +19.1% | -6.4% | +7.0% |
| 30D | -21.3% | -21.0% | -0.2% | -15.4% |
| 3M | -32.9% | -34.7% | +1.9% | -24.5% |
| 6M | -23.4% | -45.8% | +22.4% | -9.7% |
| YTD | +32.4% | +79.4% | -47.0% | +8.1% |
| 1Y | +48.0% | +91.0% | -43.0% | +18.9% |
| 3Y | +243.9% | +237.5% | +6.5% | +125.2% |
| 5Y | +280.6% | -30.4% | +311.0% | +200.9% |
| All | +332.1% | +108.0% | +224.1% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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