+232.9%
LRCX vs DOCS
-21.0%
+253.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.0% | +10.2% | +8.5% |
| 7D | -16.2% | -0.8% | -15.4% | -16.1% |
| 30D | -39.2% | +17.4% | -56.6% | -40.5% |
| 3M | -34.4% | +57.4% | -91.7% | -39.0% |
| 6M | -32.4% | +26.5% | -59.0% | -36.0% |
| YTD | +17.4% | -26.6% | +44.0% | +21.0% |
| 1Y | +24.2% | -48.1% | +72.2% | +35.5% |
| 3Y | +221.6% | +52.6% | +168.9% | +174.1% |
| 5Y | +245.2% | -52.1% | +297.3% | +228.8% |
| All | +232.9% | -21.0% | +253.9% | +220.2% |
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