+1,752.9%
LRCX vs DOW
-17.0%
+1,769.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +1.0% |
| 7D | -3.1% | -1.4% | -1.7% | -2.5% |
| 30D | -8.6% | -3.9% | -4.6% | -7.4% |
| 3M | -17.7% | -12.7% | -5.0% | -14.1% |
| 6M | +36.4% | -13.7% | +50.0% | +38.0% |
| YTD | +74.5% | +28.4% | +46.2% | +40.8% |
| 1Y | +159.4% | +21.8% | +137.7% | +112.6% |
| 3Y | +361.6% | -35.7% | +397.3% | +419.8% |
| 5Y | +425.2% | -36.8% | +462.1% | +493.2% |
| All | +1,752.9% | -17.0% | +1,769.9% | +1,418.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling