+2,664.2%
LRCX vs MOS
-1.8%
+2,666.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.3% |
| 7D | +6.5% | +5.5% | +1.1% | +4.7% |
| 30D | -23.8% | +21.0% | -44.8% | -28.8% |
| 3M | -24.2% | -0.5% | -23.7% | -25.3% |
| 6M | -20.2% | +6.6% | -26.8% | -23.5% |
| YTD | +38.2% | -2.8% | +41.0% | +33.7% |
| 1Y | +48.9% | -8.1% | +56.9% | +45.8% |
| 3Y | +252.8% | -25.6% | +278.4% | +258.9% |
| 5Y | +304.3% | -29.8% | +334.1% | +294.4% |
| 10Y | +2,664.2% | +0.6% | +2,663.7% | +1,938.6% |
| All | +2,664.2% | -1.8% | +2,666.0% | +1,938.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling