+446.3%
LRCX vs DOCN
+54.1%
+392.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +4.3% |
| 7D | +1.9% | +1.1% | +0.8% | +1.6% |
| 30D | +0.1% | -9.6% | +9.7% | +2.8% |
| 3M | -8.5% | -37.7% | +29.2% | +4.5% |
| 6M | +38.1% | +115.2% | -77.1% | +7.4% |
| YTD | +80.1% | +133.7% | -53.7% | +35.4% |
| 1Y | +208.1% | +250.2% | -42.1% | +105.7% |
| 3Y | +350.2% | +320.3% | +29.9% | +169.1% |
| All | +446.3% | +54.1% | +392.3% | +233.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling