+277.1%
LRCX vs DOCN
-29.3%
+306.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.8% | -2.0% |
| 7D | +12.7% | +19.1% | -6.4% | +6.7% |
| 30D | -21.3% | -21.0% | -0.2% | -15.1% |
| 3M | -32.9% | -34.7% | +1.9% | -24.1% |
| 6M | -23.4% | -45.8% | +22.4% | -9.1% |
| YTD | +32.4% | +79.4% | -47.0% | +6.6% |
| 1Y | +48.0% | +91.0% | -43.0% | +17.1% |
| 3Y | +243.9% | +237.5% | +6.5% | +118.2% |
| All | +277.1% | -29.3% | +306.4% | +183.8% |
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