+208.1%
LRCX vs DRI
+6.9%
+201.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.7% | +5.2% |
| 7D | +1.9% | +0.6% | +1.3% | +1.9% |
| 30D | +0.1% | +3.8% | -3.8% | -0.2% |
| 3M | -8.5% | +13.0% | -21.5% | -11.0% |
| 6M | +38.1% | +8.3% | +29.8% | +35.7% |
| YTD | +80.1% | +20.6% | +59.4% | +70.5% |
| 1Y | +208.1% | +6.5% | +201.6% | +193.6% |
| All | +208.1% | +6.9% | +201.1% | +193.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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