+3,549.0%
LRCX vs RMD
+274.3%
+3,274.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | -3.1% | -4.4% | +1.3% | -1.1% |
| 30D | -8.6% | -3.1% | -5.4% | -7.5% |
| 3M | -17.7% | +13.8% | -31.5% | -24.8% |
| 6M | +36.4% | -8.6% | +44.9% | +39.1% |
| YTD | +74.5% | -8.6% | +83.2% | +77.2% |
| 1Y | +159.4% | -19.7% | +179.1% | +181.1% |
| 3Y | +361.6% | +48.4% | +313.2% | +240.1% |
| 5Y | +425.2% | -22.7% | +448.0% | +451.2% |
| All | +3,549.0% | +274.3% | +3,274.7% | +1,658.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling