+992.6%
LRCX vs MP
+459.3%
+533.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.6% | +3.8% |
| 7D | +10.4% | +3.0% | +7.4% | +9.7% |
| 30D | +2.9% | +8.3% | -5.4% | +0.9% |
| 3M | -1.2% | -3.8% | +2.7% | -0.5% |
| 6M | +60.9% | -4.9% | +65.8% | +61.3% |
| YTD | +87.5% | +9.6% | +77.9% | +81.3% |
| 1Y | +206.6% | -11.7% | +218.4% | +202.7% |
| 3Y | +392.1% | +158.5% | +233.6% | +245.8% |
| 5Y | +478.4% | +68.9% | +409.5% | +344.7% |
| All | +992.6% | +459.3% | +533.3% | +649.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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