+42.8%
LRCX vs MOS
-16.2%
+59.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +17.4% | -21.4% | -4.3% |
| 7D | -12.8% | +17.9% | -30.7% | -13.1% |
| 30D | -36.0% | +1.6% | -37.5% | -35.6% |
| 3M | -30.2% | -4.0% | -26.2% | -29.6% |
| 6M | -14.2% | -4.1% | -10.1% | -14.2% |
| YTD | +29.7% | -7.8% | +37.5% | +30.8% |
| 1Y | +42.8% | -15.6% | +58.4% | +42.7% |
| All | +42.8% | -16.2% | +59.0% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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