+361.3%
LRCX vs DOV
+35.8%
+325.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -3.6% |
| 7D | +1.8% | -1.9% | +3.8% | +3.9% |
| 30D | -4.3% | -9.9% | +5.6% | +5.7% |
| 3M | -7.3% | -12.1% | +4.8% | +5.5% |
| 6M | +38.6% | -10.4% | +49.0% | +55.3% |
| YTD | +74.4% | -3.3% | +77.7% | +82.2% |
| 1Y | +179.1% | +7.8% | +171.3% | +163.1% |
| All | +361.3% | +35.8% | +325.5% | +259.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling