+293.9%
LRCX vs DRI
+78.5%
+215.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +26.2% | -0.3% | +26.6% | +26.4% |
| 30D | -22.4% | +10.8% | -33.2% | -25.9% |
| 3M | -28.2% | +0.9% | -29.1% | -29.1% |
| 6M | -19.0% | +16.3% | -35.4% | -26.1% |
| YTD | +37.0% | +27.8% | +9.2% | +18.0% |
| 1Y | +45.5% | +33.9% | +11.6% | +22.1% |
| 3Y | +249.7% | +67.2% | +182.5% | +142.5% |
| 5Y | +293.9% | +79.0% | +214.9% | +142.8% |
| All | +293.9% | +78.5% | +215.3% | +142.8% |
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