+277.1%
LRCX vs DOCS
-52.4%
+329.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.4% |
| 7D | +12.7% | +2.6% | +10.2% | +12.3% |
| 30D | -21.3% | +11.4% | -32.7% | -22.6% |
| 3M | -32.9% | +25.4% | -58.3% | -35.5% |
| 6M | -23.4% | +42.5% | -65.9% | -29.5% |
| YTD | +32.4% | -24.7% | +57.1% | +36.9% |
| 1Y | +48.0% | -32.9% | +81.0% | +56.5% |
| 3Y | +243.9% | +39.6% | +204.3% | +185.4% |
| All | +277.1% | -52.4% | +329.5% | +263.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling