+3,923.8%
LRCX vs MS
+795.9%
+3,127.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.8% | +4.7% |
| 7D | +10.4% | +2.5% | +7.9% | +8.4% |
| 30D | +2.9% | 0.0% | +3.0% | +2.9% |
| 3M | -1.2% | +2.4% | -3.6% | -2.4% |
| 6M | +60.9% | +36.4% | +24.5% | +29.0% |
| YTD | +87.5% | +23.8% | +63.7% | +61.3% |
| 1Y | +206.6% | +48.6% | +158.0% | +131.9% |
| 3Y | +392.1% | +179.1% | +212.9% | +130.6% |
| 5Y | +478.4% | +144.8% | +333.6% | +194.7% |
| All | +3,923.8% | +795.9% | +3,127.9% | +815.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling