+15,353.6%
LRCX vs DRI
+8,063.4%
+7,290.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.7% | -3.5% |
| 7D | +12.7% | +1.1% | +11.7% | +12.3% |
| 30D | -21.3% | +9.7% | -31.0% | -24.0% |
| 3M | -32.9% | +3.2% | -36.1% | -34.2% |
| 6M | -23.4% | +20.6% | -44.0% | -29.6% |
| YTD | +32.4% | +28.3% | +4.1% | +18.6% |
| 1Y | +48.0% | +34.5% | +13.5% | +30.3% |
| 3Y | +243.9% | +66.5% | +177.4% | +174.1% |
| 5Y | +280.6% | +79.6% | +201.0% | +196.0% |
| 10Y | +2,547.5% | +333.8% | +2,213.7% | +1,295.6% |
| All | +15,353.6% | +8,063.4% | +7,290.1% | +3,893.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling