+33.6%
LRCX vs DOCS
-39.1%
+72.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.1% | +9.3% | +10.5% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -30.6% | +7.8% | -38.4% | -29.8% |
| 3M | -28.8% | +20.0% | -48.8% | -26.7% |
| 6M | -24.6% | +26.5% | -51.1% | -20.0% |
| YTD | +29.7% | -25.8% | +55.4% | +45.0% |
| All | +33.6% | -39.1% | +72.8% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling