+42.8%
LRCX vs MO
+45.9%
-3.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -2.4% |
| 7D | -12.8% | +6.9% | -19.6% | -5.8% |
| 30D | -36.0% | +14.9% | -50.9% | -24.3% |
| 3M | -30.2% | +16.4% | -46.7% | -15.4% |
| 6M | -14.2% | +9.6% | -23.8% | +0.7% |
| YTD | +29.7% | +41.8% | -12.1% | +80.1% |
| 1Y | +42.8% | +45.3% | -2.5% | +106.0% |
| All | +42.8% | +45.9% | -3.1% | +106.0% |
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