+2,273.6%
LRCX vs MRNA
+554.4%
+1,719.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | -0.2% |
| 7D | -3.1% | -1.1% | -2.0% | -3.0% |
| 30D | -8.6% | +126.1% | -134.7% | -18.2% |
| 3M | -17.7% | +190.0% | -207.7% | -29.5% |
| 6M | +36.4% | +157.2% | -120.9% | +18.6% |
| YTD | +74.5% | +388.2% | -313.7% | +38.8% |
| 1Y | +159.4% | +467.0% | -307.6% | +101.5% |
| 3Y | +361.6% | +36.1% | +325.5% | +306.8% |
| 5Y | +425.2% | -68.0% | +493.2% | +393.2% |
| All | +2,273.6% | +554.4% | +1,719.2% | +1,991.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 all: compounded portfolio wealth divided by compounded MRNA 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…
all analysis · Full analysis span regression · 6 months rolling