+361.6%
LRCX vs RVMD
+537.4%
-175.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.1% | -3.0% | -0.1% | -2.5% |
| 30D | -8.6% | -0.7% | -7.8% | -8.4% |
| 3M | -17.7% | +36.5% | -54.2% | -21.7% |
| 6M | +36.4% | +104.6% | -68.3% | +20.7% |
| YTD | +74.5% | +155.8% | -81.3% | +47.1% |
| 1Y | +159.4% | +340.7% | -181.2% | +97.0% |
| 3Y | +361.6% | +519.9% | -158.3% | +224.2% |
| All | +361.6% | +537.4% | -175.8% | +224.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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