+3,549.0%
LRCX vs DUK
+129.4%
+3,419.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -3.1% | -0.7% | -2.4% | -2.9% |
| 30D | -8.6% | -2.4% | -6.1% | -8.0% |
| 3M | -17.7% | -3.0% | -14.7% | -17.4% |
| 6M | +36.4% | -6.6% | +42.9% | +37.8% |
| YTD | +74.5% | +4.6% | +70.0% | +70.0% |
| 1Y | +159.4% | +1.2% | +158.2% | +154.5% |
| 3Y | +361.6% | +45.7% | +315.9% | +276.3% |
| 5Y | +425.2% | +40.3% | +384.9% | +327.0% |
| All | +3,549.0% | +129.4% | +3,419.6% | +2,334.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 10y: compounded portfolio wealth divided by compounded DUK 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…
10y analysis · Full analysis span regression · 6 months rolling