+13,454.6%
LRCX vs RMD
+38,753.6%
-25,299.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.4% |
| 7D | +12.7% | +2.1% | +10.6% | +12.1% |
| 30D | -21.3% | +2.1% | -23.3% | -22.0% |
| 3M | -32.9% | +6.2% | -39.1% | -34.5% |
| 6M | -23.4% | +19.4% | -42.8% | -28.8% |
| YTD | +32.4% | +0.5% | +31.8% | +29.2% |
| 1Y | +48.0% | -3.9% | +52.0% | +46.4% |
| 3Y | +243.9% | +72.5% | +171.4% | +182.6% |
| 5Y | +280.6% | -1.5% | +282.1% | +264.7% |
| 10Y | +2,547.5% | +345.8% | +2,201.7% | +1,620.8% |
| All | +13,454.6% | +38,753.6% | -25,299.0% | +4,182.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling