+302,042.5%
LRCX vs JPM
+11,071.4%
+290,971.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.9% |
| 7D | +10.4% | -0.4% | +10.8% | +10.6% |
| 30D | +2.9% | -1.1% | +4.0% | +3.4% |
| 3M | -1.2% | +14.1% | -15.3% | -7.7% |
| 6M | +60.9% | +23.3% | +37.6% | +44.7% |
| YTD | +87.5% | +11.3% | +76.3% | +77.6% |
| 1Y | +206.6% | +23.0% | +183.6% | +176.2% |
| 3Y | +392.1% | +162.6% | +229.5% | +201.0% |
| 5Y | +478.4% | +152.8% | +325.7% | +260.2% |
| 10Y | +3,821.0% | +583.6% | +3,237.4% | +1,408.7% |
| All | +302,042.5% | +11,071.4% | +290,971.1% | +22,106.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling