+42.8%
LRCX vs DOW
+50.2%
-7.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -4.9% |
| 7D | -12.8% | -4.2% | -8.6% | -13.8% |
| 30D | -36.0% | +14.7% | -50.7% | -33.2% |
| 3M | -30.2% | +9.1% | -39.3% | -27.8% |
| 6M | -14.2% | -17.7% | +3.4% | -13.9% |
| YTD | +29.7% | +44.6% | -14.9% | +21.3% |
| 1Y | +42.8% | +51.9% | -9.1% | +33.2% |
| All | +42.8% | +50.2% | -7.4% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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