+42.8%
LRCX vs RMD
-1.9%
+44.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.9% | -9.9% | -2.5% |
| 7D | -12.8% | -3.9% | -8.9% | -13.3% |
| 30D | -36.0% | +7.9% | -43.9% | -34.1% |
| 3M | -30.2% | +8.1% | -38.3% | -27.8% |
| 6M | -14.2% | +15.5% | -29.7% | -7.2% |
| YTD | +29.7% | +0.7% | +29.1% | +47.8% |
| 1Y | +42.8% | -1.4% | +44.2% | +62.0% |
| All | +42.8% | -1.9% | +44.7% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling