+3,866.3%
LRCX vs MSCI
+615.8%
+3,250.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.8% |
| 7D | +9.5% | -1.1% | +10.6% | +10.1% |
| 30D | +3.1% | -1.2% | +4.2% | +3.4% |
| 3M | -3.4% | -8.4% | +5.0% | -1.5% |
| 6M | +49.7% | -1.0% | +50.7% | +43.2% |
| YTD | +84.9% | -2.3% | +87.1% | +76.6% |
| 1Y | +200.8% | -1.2% | +202.0% | +181.7% |
| 3Y | +385.1% | +7.9% | +377.1% | +310.4% |
| 5Y | +460.5% | -10.1% | +470.5% | +425.3% |
| 10Y | +3,866.3% | +631.0% | +3,235.3% | +885.9% |
| All | +3,866.3% | +615.8% | +3,250.5% | +885.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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