+293.9%
LRCX vs DOCN
-24.0%
+317.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.2% | -2.0% |
| 7D | +26.2% | +27.4% | -1.2% | +17.1% |
| 30D | -22.4% | -29.7% | +7.4% | -13.6% |
| 3M | -28.2% | -32.5% | +4.2% | -19.8% |
| 6M | -19.0% | -42.2% | +23.1% | -5.8% |
| YTD | +37.0% | +87.2% | -50.2% | +8.9% |
| 1Y | +45.5% | +86.2% | -40.7% | +15.9% |
| 3Y | +249.7% | +257.4% | -7.7% | +118.2% |
| 5Y | +293.9% | -27.4% | +321.2% | +192.9% |
| All | +293.9% | -24.0% | +317.9% | +192.9% |
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