+388.9%
LRCX vs RMD
+51.0%
+337.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +9.5% | -4.7% | +14.3% | +10.6% |
| 30D | +3.1% | +0.2% | +2.8% | +2.8% |
| 3M | -3.4% | +12.0% | -15.4% | -7.5% |
| 6M | +49.7% | -12.5% | +62.2% | +56.3% |
| YTD | +84.9% | -7.9% | +92.8% | +89.1% |
| 1Y | +200.8% | -20.4% | +221.2% | +223.7% |
| All | +388.9% | +51.0% | +337.8% | +343.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling