+221.6%
LRCX vs DOCN
+189.9%
+31.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.5% | +5.7% | +7.4% |
| 7D | -16.2% | -19.2% | +3.0% | -9.5% |
| 30D | -39.2% | -43.1% | +3.9% | -26.7% |
| 3M | -34.4% | -40.7% | +6.3% | -22.7% |
| 6M | -32.4% | -55.0% | +22.5% | -13.9% |
| YTD | +17.4% | +50.6% | -33.2% | -0.9% |
| 1Y | +24.2% | +54.0% | -29.8% | +4.0% |
| 3Y | +221.6% | +203.9% | +17.7% | +128.3% |
| All | +221.6% | +189.9% | +31.6% | +128.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling