+291.7%
LRCX vs DOCS
-19.3%
+311.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.6% | +5.7% |
| 7D | +6.5% | -4.2% | +10.7% | +7.2% |
| 30D | -23.8% | +8.6% | -32.4% | -24.6% |
| 3M | -24.2% | +27.2% | -51.4% | -26.9% |
| 6M | -20.2% | +26.5% | -46.7% | -24.3% |
| YTD | +38.2% | -25.0% | +63.2% | +42.0% |
| 1Y | +48.9% | -37.0% | +85.9% | +57.4% |
| 3Y | +252.8% | +39.4% | +213.4% | +207.3% |
| 5Y | +304.3% | -56.7% | +361.0% | +285.3% |
| All | +291.7% | -19.3% | +311.0% | +275.8% |
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