+208.1%
LRCX vs MA
-1.7%
+209.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +4.8% |
| 7D | +1.9% | -2.7% | +4.6% | +1.1% |
| 30D | +0.1% | +1.5% | -1.5% | +0.6% |
| 3M | -8.5% | +20.4% | -28.9% | -3.9% |
| 6M | +38.1% | +11.1% | +26.9% | +46.6% |
| YTD | +80.1% | +2.0% | +78.1% | +97.2% |
| 1Y | +208.1% | -2.2% | +210.2% | +250.7% |
| All | +208.1% | -1.7% | +209.8% | +250.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 1y: compounded portfolio wealth divided by compounded MA 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…
1y analysis · Full analysis span regression · 6 months rolling