+446.3%
LRCX vs DOCS
-73.4%
+519.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.8% | +7.9% | +5.6% |
| 7D | +1.9% | -1.4% | +3.3% | +2.1% |
| 30D | +0.1% | +21.8% | -21.7% | -4.0% |
| 3M | -8.5% | +27.3% | -35.8% | -13.4% |
| 6M | +38.1% | -0.3% | +38.4% | +34.9% |
| YTD | +80.1% | -40.5% | +120.6% | +93.1% |
| 1Y | +208.1% | -61.5% | +269.6% | +260.0% |
| 3Y | +350.2% | +8.2% | +342.0% | +293.8% |
| All | +446.3% | -73.4% | +519.8% | +465.5% |
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