+4,402.9%
LRCX vs JD
+46.5%
+4,356.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.8% |
| 7D | +12.7% | -4.1% | +16.8% | +13.9% |
| 30D | -21.3% | +4.6% | -25.9% | -22.6% |
| 3M | -32.9% | -4.7% | -28.1% | -32.4% |
| 6M | -23.4% | -17.4% | -6.0% | -20.2% |
| YTD | +32.4% | +0.7% | +31.7% | +29.7% |
| 1Y | +48.0% | -5.9% | +53.9% | +48.0% |
| 3Y | +243.9% | +18.9% | +225.1% | +203.8% |
| 5Y | +280.6% | -62.9% | +343.5% | +343.0% |
| 10Y | +2,547.5% | +32.5% | +2,515.0% | +1,916.1% |
| All | +4,402.9% | +46.5% | +4,356.5% | +3,278.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling