+297,723.7%
LRCX vs MO
+15,083.2%
+282,640.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +9.5% | -2.4% | +11.9% | +10.1% |
| 30D | +3.1% | +3.6% | -0.5% | +2.1% |
| 3M | -3.4% | -3.7% | +0.3% | -3.8% |
| 6M | +49.7% | +4.5% | +45.2% | +45.3% |
| YTD | +84.9% | +21.5% | +63.4% | +72.3% |
| 1Y | +200.8% | +9.5% | +191.3% | +186.5% |
| 3Y | +385.1% | +93.6% | +291.5% | +289.6% |
| 5Y | +460.5% | +97.5% | +363.0% | +343.4% |
| 10Y | +3,866.3% | +111.2% | +3,755.1% | +2,918.4% |
| All | +297,723.7% | +15,083.2% | +282,640.5% | +53,555.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling