+232.6%
LRCX vs DOCN
+226.8%
+5.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.1% |
| 7D | -3.6% | -12.1% | +8.5% | +1.2% |
| 30D | -30.3% | -41.0% | +10.8% | -16.8% |
| 3M | -27.3% | -38.7% | +11.4% | -15.3% |
| 6M | -24.2% | -51.5% | +27.3% | -5.7% |
| YTD | +30.3% | +65.3% | -35.0% | +6.2% |
| 1Y | +34.3% | +53.9% | -19.6% | +12.0% |
| 3Y | +232.6% | +215.6% | +17.1% | +126.2% |
| All | +232.6% | +226.8% | +5.8% | +126.2% |
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