+42.8%
LRCX vs MS
+22.2%
+20.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.2% | -8.3% | -8.4% |
| 7D | -12.8% | +2.6% | -15.4% | -15.3% |
| 30D | -36.0% | +2.6% | -38.6% | -37.7% |
| 3M | -30.2% | -10.1% | -20.2% | -21.6% |
| 6M | -14.2% | +4.4% | -18.6% | -16.9% |
| YTD | +29.7% | +11.7% | +18.0% | +14.5% |
| 1Y | +42.8% | +20.9% | +21.9% | +13.2% |
| All | +42.8% | +22.2% | +20.6% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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