+1,862.4%
LRCX vs DOW
-15.9%
+1,878.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.2% |
| 7D | +9.5% | -6.0% | +15.6% | +12.4% |
| 30D | +3.1% | -2.7% | +5.8% | +3.8% |
| 3M | -3.4% | -10.5% | +7.1% | -0.4% |
| 6M | +49.7% | -12.4% | +62.1% | +50.6% |
| YTD | +84.9% | +30.0% | +54.8% | +48.3% |
| 1Y | +200.8% | +27.8% | +173.0% | +140.7% |
| 3Y | +385.1% | -34.9% | +420.0% | +443.8% |
| 5Y | +460.5% | -35.9% | +496.4% | +529.1% |
| All | +1,862.4% | -15.9% | +1,878.3% | +1,499.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling