+277.1%
LRCX vs JD
-63.0%
+340.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.7% |
| 7D | +12.7% | -4.1% | +16.8% | +13.7% |
| 30D | -21.3% | +4.6% | -25.9% | -22.4% |
| 3M | -32.9% | -4.7% | -28.1% | -32.4% |
| 6M | -23.4% | -17.4% | -6.0% | -20.6% |
| YTD | +32.4% | +0.7% | +31.7% | +30.1% |
| 1Y | +48.0% | -5.9% | +53.9% | +48.1% |
| 3Y | +243.9% | +18.9% | +225.1% | +212.8% |
| All | +277.1% | -63.0% | +340.1% | +334.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling