+254.2%
LRCX vs DOCN
+70.4%
+183.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -15.9% | -0.5% | -11.6% |
| 7D | -27.2% | -29.3% | +2.1% | -19.1% |
| 30D | -44.5% | -46.0% | +1.5% | -33.6% |
| 3M | -39.7% | -43.2% | +3.5% | -29.5% |
| 6M | -32.7% | -53.7% | +21.0% | -16.8% |
| YTD | +8.5% | +46.9% | -38.4% | -6.0% |
| 1Y | +12.7% | +54.3% | -41.6% | -3.7% |
| 3Y | +199.4% | +185.5% | +13.9% | +105.9% |
| 5Y | +219.0% | -31.1% | +250.1% | +159.2% |
| All | +254.2% | +70.4% | +183.9% | +142.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling