+478.4%
LRCX vs MSCI
-10.9%
+489.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.8% | +7.9% | +6.0% |
| 7D | +10.4% | -2.1% | +12.5% | +11.4% |
| 30D | +2.9% | -1.7% | +4.7% | +3.5% |
| 3M | -1.2% | -8.2% | +7.1% | +0.4% |
| 6M | +60.9% | -2.4% | +63.3% | +55.8% |
| YTD | +87.5% | -2.8% | +90.4% | +80.5% |
| 1Y | +206.6% | -2.7% | +209.3% | +191.7% |
| 3Y | +392.1% | +7.3% | +384.8% | +322.2% |
| 5Y | +478.4% | -11.4% | +489.9% | +406.8% |
| All | +478.4% | -10.9% | +489.3% | +406.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling