+267.5%
LRCX vs DOCS
-20.2%
+287.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.1% | +9.3% | +10.3% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -30.6% | +7.8% | -38.4% | -31.3% |
| 3M | -28.8% | +20.0% | -48.8% | -30.9% |
| 6M | -24.6% | +26.5% | -51.1% | -28.6% |
| YTD | +29.7% | -25.8% | +55.4% | +33.4% |
| 1Y | +39.5% | -39.5% | +79.0% | +48.5% |
| 3Y | +248.9% | +60.3% | +188.6% | +194.8% |
| 5Y | +274.3% | -57.0% | +331.4% | +257.1% |
| All | +267.5% | -20.2% | +287.7% | +253.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling