+208.1%
LRCX vs MOS
-17.5%
+225.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +5.0% |
| 7D | +1.9% | +9.5% | -7.6% | +1.0% |
| 30D | +0.1% | +10.4% | -10.3% | -0.7% |
| 3M | -8.5% | +12.9% | -21.4% | -10.2% |
| 6M | +38.1% | +1.2% | +36.8% | +35.0% |
| YTD | +80.1% | +9.3% | +70.8% | +74.5% |
| 1Y | +208.1% | -18.0% | +226.0% | +232.8% |
| All | +208.1% | -17.5% | +225.5% | +232.8% |
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