+42.8%
LRCX vs DOV
+21.2%
+21.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.6% |
| 7D | -12.8% | +2.2% | -15.0% | -14.9% |
| 30D | -36.0% | +11.2% | -47.1% | -42.6% |
| 3M | -30.2% | +1.6% | -31.8% | -31.3% |
| 6M | -14.2% | -3.2% | -11.0% | -10.6% |
| YTD | +29.7% | +9.7% | +20.0% | +23.0% |
| 1Y | +42.8% | +20.5% | +22.3% | +24.2% |
| All | +42.8% | +21.2% | +21.6% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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