+286.2%
LRCX vs MPC
+554.2%
-268.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -3.6% | -8.8% | +5.2% | -0.7% |
| 30D | -30.3% | -14.4% | -15.9% | -27.0% |
| 3M | -27.3% | +21.9% | -49.3% | -32.0% |
| 6M | -24.2% | +60.1% | -84.4% | -35.3% |
| YTD | +30.3% | +142.3% | -112.0% | -6.8% |
| 1Y | +34.3% | +101.7% | -67.4% | +3.1% |
| 3Y | +232.6% | +184.8% | +47.9% | +114.4% |
| 5Y | +286.2% | +564.6% | -278.4% | +74.5% |
| All | +286.2% | +554.2% | -268.0% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 5y: compounded portfolio wealth divided by compounded MPC 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…
5y analysis · Full analysis span regression · 6 months rolling