+3,549.0%
LRCX vs MCO
+393.6%
+3,155.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.6% | -1.1% |
| 7D | -3.1% | -3.8% | +0.7% | -0.3% |
| 30D | -8.6% | -0.4% | -8.2% | -8.8% |
| 3M | -17.7% | +7.7% | -25.4% | -24.6% |
| 6M | +36.4% | +7.0% | +29.4% | +23.8% |
| YTD | +74.5% | -6.4% | +81.0% | +73.8% |
| 1Y | +159.4% | -7.6% | +167.1% | +158.7% |
| 3Y | +361.6% | +43.2% | +318.4% | +211.1% |
| 5Y | +425.2% | +29.6% | +395.7% | +281.6% |
| All | +3,549.0% | +393.6% | +3,155.4% | +911.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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