+18,478.8%
LRCX vs MOH
+1,358.8%
+17,120.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.3% |
| 7D | -3.1% | +1.7% | -4.8% | -3.5% |
| 30D | -8.6% | -0.9% | -7.7% | -8.6% |
| 3M | -17.7% | +5.7% | -23.4% | -19.2% |
| 6M | +36.4% | +39.1% | -2.8% | +25.6% |
| YTD | +74.5% | +17.7% | +56.9% | +63.4% |
| 1Y | +159.4% | +8.4% | +151.1% | +144.5% |
| 3Y | +361.6% | -36.6% | +398.1% | +365.8% |
| 5Y | +425.2% | -19.1% | +444.3% | +393.4% |
| 10Y | +3,645.0% | +262.8% | +3,382.2% | +2,272.5% |
| All | +18,478.8% | +1,358.8% | +17,120.0% | +6,955.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling