+208.1%
LRCX vs MOH
+18.1%
+189.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.2% | +5.0% |
| 7D | +1.9% | +0.4% | +1.5% | +2.0% |
| 30D | +0.1% | +2.9% | -2.8% | +0.4% |
| 3M | -8.5% | +4.1% | -12.6% | -8.0% |
| 6M | +38.1% | +33.8% | +4.2% | +42.2% |
| YTD | +80.1% | +15.7% | +64.4% | +81.6% |
| 1Y | +208.1% | +17.5% | +190.5% | +203.3% |
| All | +208.1% | +18.1% | +189.9% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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