+48.9%
LRCX vs MOS
-7.3%
+56.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.1% |
| 7D | +6.5% | +5.5% | +1.1% | +6.6% |
| 30D | -23.8% | +21.0% | -44.8% | -24.0% |
| 3M | -24.2% | -0.5% | -23.7% | -23.3% |
| 6M | -20.2% | +6.6% | -26.8% | -20.2% |
| YTD | +38.2% | -2.8% | +41.0% | +40.1% |
| 1Y | +48.9% | -8.1% | +56.9% | +49.2% |
| All | +48.9% | -7.3% | +56.2% | +49.2% |
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