+277.1%
LRCX vs RMD
-7.7%
+284.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.5% |
| 7D | +12.7% | +2.1% | +10.6% | +12.0% |
| 30D | -21.3% | +2.1% | -23.3% | -22.1% |
| 3M | -32.9% | +6.2% | -39.1% | -34.9% |
| 6M | -23.4% | +19.4% | -42.8% | -30.4% |
| YTD | +32.4% | +0.5% | +31.8% | +29.7% |
| 1Y | +48.0% | -3.9% | +52.0% | +48.0% |
| 3Y | +243.9% | +72.5% | +171.4% | +147.0% |
| All | +277.1% | -7.7% | +284.7% | +276.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling