+3,866.3%
LRCX vs MS
+792.2%
+3,074.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +9.5% | +1.7% | +7.9% | +8.2% |
| 30D | +3.1% | 0.0% | +3.1% | +3.1% |
| 3M | -3.4% | +3.0% | -6.4% | -5.0% |
| 6M | +49.7% | +35.7% | +14.0% | +20.5% |
| YTD | +84.9% | +23.3% | +61.6% | +59.5% |
| 1Y | +200.8% | +44.7% | +156.2% | +132.0% |
| 3Y | +385.1% | +178.0% | +207.1% | +128.0% |
| 5Y | +460.5% | +143.2% | +317.3% | +187.0% |
| 10Y | +3,866.3% | +803.2% | +3,063.1% | +805.5% |
| All | +3,866.3% | +792.2% | +3,074.1% | +805.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling