+208.1%
LRCX vs MO
+10.1%
+198.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +4.3% |
| 7D | +1.9% | +0.3% | +1.6% | +2.3% |
| 30D | +0.1% | +0.6% | -0.6% | +1.3% |
| 3M | -8.5% | -1.0% | -7.5% | -7.6% |
| 6M | +38.1% | +4.3% | +33.7% | +43.9% |
| YTD | +80.1% | +23.3% | +56.8% | +110.5% |
| 1Y | +208.1% | +10.5% | +197.6% | +229.5% |
| All | +208.1% | +10.1% | +198.0% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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