+2,664.2%
LRCX vs MA
+574.5%
+2,089.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.8% |
| 7D | +6.5% | -1.8% | +8.3% | +8.3% |
| 30D | -23.8% | +11.0% | -34.8% | -30.1% |
| 3M | -24.2% | +17.9% | -42.0% | -34.1% |
| 6M | -20.2% | +33.2% | -53.3% | -38.4% |
| YTD | +38.2% | +16.5% | +21.7% | +17.1% |
| 1Y | +48.9% | +19.1% | +29.8% | +23.6% |
| 3Y | +252.8% | +70.6% | +182.3% | +111.9% |
| 5Y | +304.3% | +92.1% | +212.2% | +119.6% |
| 10Y | +2,664.2% | +569.6% | +2,094.7% | +360.9% |
| All | +2,664.2% | +574.5% | +2,089.8% | +360.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling