+297,723.7%
LRCX vs DTE
+3,490.3%
+294,233.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.0% |
| 7D | +9.5% | 0.0% | +9.5% | +9.5% |
| 30D | +3.1% | -0.5% | +3.6% | +3.3% |
| 3M | -3.4% | -6.0% | +2.6% | -1.2% |
| 6M | +49.7% | -7.2% | +56.9% | +53.3% |
| YTD | +84.9% | +7.2% | +77.7% | +77.2% |
| 1Y | +200.8% | +4.1% | +196.8% | +191.7% |
| 3Y | +385.1% | +46.9% | +338.2% | +290.2% |
| 5Y | +460.5% | +32.9% | +427.6% | +366.0% |
| 10Y | +3,866.3% | +144.5% | +3,721.8% | +2,310.3% |
| All | +297,723.7% | +3,490.3% | +294,233.4% | +47,784.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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