+195.8%
LRCX vs JD
-17.4%
+213.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.0% | -0.9% |
| 7D | +9.5% | -3.0% | +12.5% | +10.3% |
| 30D | +3.1% | -19.3% | +22.4% | +8.5% |
| 3M | -3.4% | -6.0% | +2.6% | -3.3% |
| 6M | +49.7% | +1.8% | +47.9% | +42.6% |
| YTD | +84.9% | -2.6% | +87.4% | +82.1% |
| All | +195.8% | -17.4% | +213.3% | +221.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling