+3,549.0%
LRCX vs DOV
+300.2%
+3,248.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | -3.1% | -2.0% | -1.1% | -1.3% |
| 30D | -8.6% | -8.9% | +0.3% | -0.8% |
| 3M | -17.7% | -13.3% | -4.4% | -6.5% |
| 6M | +36.4% | -9.7% | +46.0% | +50.4% |
| YTD | +74.5% | -2.5% | +77.0% | +79.8% |
| 1Y | +159.4% | +7.2% | +152.2% | +145.3% |
| 3Y | +361.6% | +39.4% | +322.2% | +251.2% |
| 5Y | +425.2% | +15.8% | +409.4% | +363.2% |
| All | +3,549.0% | +300.2% | +3,248.9% | +1,589.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling