+7,924.5%
LRCX vs MA
+15,793.6%
-7,869.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.7% |
| 7D | +1.9% | -2.7% | +4.6% | +3.4% |
| 30D | +0.1% | +1.5% | -1.5% | -1.0% |
| 3M | -8.5% | +20.4% | -28.9% | -18.6% |
| 6M | +38.1% | +11.1% | +26.9% | +27.1% |
| YTD | +80.1% | +2.0% | +78.1% | +73.4% |
| 1Y | +208.1% | -2.2% | +210.2% | +202.9% |
| 3Y | +350.2% | +41.9% | +308.3% | +257.6% |
| 5Y | +430.7% | +75.4% | +355.3% | +277.5% |
| 10Y | +3,633.2% | +527.5% | +3,105.7% | +1,393.9% |
| All | +7,924.5% | +15,793.6% | -7,869.1% | +1,019.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling