+361.6%
LRCX vs DUK
+47.2%
+314.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -3.1% | -0.7% | -2.4% | -3.6% |
| 30D | -8.6% | -2.4% | -6.1% | -10.1% |
| 3M | -17.7% | -3.0% | -14.7% | -18.9% |
| 6M | +36.4% | -6.6% | +42.9% | +32.1% |
| YTD | +74.5% | +4.6% | +70.0% | +80.5% |
| 1Y | +159.4% | +1.2% | +158.2% | +164.5% |
| 3Y | +361.6% | +45.7% | +315.9% | +421.7% |
| All | +361.6% | +47.2% | +314.4% | +421.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling