+297,723.7%
LRCX vs JPM
+11,109.3%
+286,614.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.6% |
| 7D | +9.5% | -0.4% | +10.0% | +9.7% |
| 30D | +3.1% | -1.4% | +4.5% | +3.7% |
| 3M | -3.4% | +13.9% | -17.3% | -9.7% |
| 6M | +49.7% | +23.5% | +26.2% | +34.5% |
| YTD | +84.9% | +11.6% | +73.2% | +74.8% |
| 1Y | +200.8% | +21.4% | +179.5% | +172.8% |
| 3Y | +385.1% | +163.4% | +221.6% | +196.2% |
| 5Y | +460.5% | +152.5% | +308.0% | +249.1% |
| 10Y | +3,866.3% | +592.1% | +3,274.1% | +1,416.9% |
| All | +297,723.7% | +11,109.3% | +286,614.4% | +21,750.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded JPM 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling