+416.0%
LRCX vs RVMD
+576.1%
-160.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -22.3% |
| 6M | +36.4% | +104.6% | -68.3% | +17.5% |
| YTD | +74.5% | +155.8% | -81.3% | +41.8% |
| 1Y | +159.4% | +340.7% | -181.2% | +87.7% |
| 3Y | +361.6% | +519.9% | -158.3% | +198.3% |
| All | +416.0% | +576.1% | -160.0% | +191.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling