+19,104.0%
LRCX vs RMD
+35,656.8%
-16,552.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.3% | +5.1% |
| 7D | +10.4% | -4.5% | +14.9% | +11.8% |
| 30D | +2.9% | +4.6% | -1.7% | +1.3% |
| 3M | -1.2% | +14.8% | -16.0% | -6.4% |
| 6M | +60.9% | -12.1% | +72.9% | +64.4% |
| YTD | +87.5% | -7.5% | +95.0% | +88.5% |
| 1Y | +206.6% | -20.1% | +226.7% | +221.2% |
| 3Y | +392.1% | +53.9% | +338.2% | +318.6% |
| 5Y | +478.4% | -22.2% | +500.6% | +494.5% |
| 10Y | +3,821.0% | +268.2% | +3,552.8% | +2,590.8% |
| All | +19,104.0% | +35,656.8% | -16,552.8% | +6,145.5% |
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 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