+21.0%
LRCX vs MP
-42.5%
+63.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.9% | +3.3% | +6.1% |
| 7D | -16.2% | -10.5% | -5.7% | -11.8% |
| 30D | -39.2% | -23.5% | -15.6% | -31.9% |
| 3M | -34.4% | -25.4% | -8.9% | -26.7% |
| 6M | -32.4% | -51.3% | +18.8% | -13.9% |
| YTD | +17.4% | -29.9% | +47.3% | +25.1% |
| All | +21.0% | -42.5% | +63.5% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling