+424.9%
LRCX vs JD
-62.5%
+487.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.7% |
| 7D | +1.8% | -2.6% | +4.4% | +2.5% |
| 30D | -4.3% | -15.4% | +11.0% | -0.6% |
| 3M | -7.3% | -5.0% | -2.3% | -6.9% |
| 6M | +38.6% | +0.9% | +37.6% | +36.7% |
| YTD | +74.4% | -2.5% | +76.9% | +73.5% |
| 1Y | +179.1% | -16.0% | +195.1% | +188.4% |
| 3Y | +357.7% | -8.5% | +366.2% | +345.6% |
| 5Y | +424.9% | -61.8% | +486.6% | +497.6% |
| All | +424.9% | -62.5% | +487.4% | +497.6% |
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