+20,921.8%
LRCX vs DRI
+7,577.6%
+13,344.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.7% | +5.3% |
| 7D | +1.9% | +0.6% | +1.3% | +1.6% |
| 30D | +0.1% | +3.8% | -3.8% | -1.5% |
| 3M | -8.5% | +13.0% | -21.5% | -13.3% |
| 6M | +38.1% | +8.3% | +29.8% | +32.7% |
| YTD | +80.1% | +20.6% | +59.4% | +66.0% |
| 1Y | +208.1% | +6.5% | +201.6% | +196.0% |
| 3Y | +350.2% | +53.7% | +296.5% | +271.1% |
| 5Y | +430.7% | +72.7% | +358.0% | +321.0% |
| 10Y | +3,633.2% | +363.2% | +3,270.1% | +1,840.6% |
| All | +20,921.8% | +7,577.6% | +13,344.2% | +5,488.1% |
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