+243.9%
LRCX vs MP
+161.0%
+82.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.5% | -6.9% | -4.1% |
| 7D | +12.7% | +9.5% | +3.3% | +10.6% |
| 30D | -21.3% | -3.0% | -18.3% | -20.7% |
| 3M | -32.9% | -30.4% | -2.5% | -28.0% |
| 6M | -23.4% | -39.2% | +15.8% | -16.3% |
| YTD | +32.4% | -23.3% | +55.6% | +38.3% |
| 1Y | +48.0% | -32.6% | +80.7% | +57.2% |
| 3Y | +243.9% | +159.3% | +84.7% | +163.5% |
| All | +243.9% | +161.0% | +82.9% | +163.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling