+460.5%
LRCX vs DRI
+68.4%
+392.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.7% |
| 7D | +9.5% | -4.8% | +14.4% | +12.0% |
| 30D | +3.1% | -3.9% | +7.0% | +4.6% |
| 3M | -3.4% | +5.1% | -8.5% | -6.9% |
| 6M | +49.7% | +5.5% | +44.2% | +43.3% |
| YTD | +84.9% | +16.5% | +68.4% | +66.9% |
| 1Y | +200.8% | +2.0% | +198.8% | +190.0% |
| 3Y | +385.1% | +54.5% | +330.6% | +249.7% |
| 5Y | +460.5% | +66.6% | +393.9% | +270.2% |
| All | +460.5% | +68.4% | +392.1% | +270.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling