+286.2%
LRCX vs MAS
+42.7%
+243.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.3% |
| 7D | -3.6% | +3.6% | -7.2% | -5.5% |
| 30D | -30.3% | +23.8% | -54.1% | -39.5% |
| 3M | -27.3% | +14.4% | -41.8% | -34.1% |
| 6M | -24.2% | +19.7% | -44.0% | -34.0% |
| YTD | +30.3% | +36.0% | -5.7% | +2.4% |
| 1Y | +34.3% | +40.4% | -6.1% | +3.0% |
| 3Y | +232.6% | +58.9% | +173.7% | +122.0% |
| 5Y | +286.2% | +44.5% | +241.7% | +194.0% |
| All | +286.2% | +42.7% | +243.5% | +194.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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