+7,595.8%
LRCX vs MSCI
+2,756.4%
+4,839.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.3% |
| 7D | +1.9% | +0.4% | +1.5% | +1.7% |
| 30D | +0.1% | +0.6% | -0.5% | -0.4% |
| 3M | -8.5% | -7.1% | -1.4% | -7.5% |
| 6M | +38.1% | +0.8% | +37.2% | +32.6% |
| YTD | +80.1% | +1.0% | +79.1% | +71.7% |
| 1Y | +208.1% | +4.3% | +203.7% | +186.2% |
| 3Y | +350.2% | +9.9% | +340.3% | +297.9% |
| 5Y | +430.7% | -6.8% | +437.4% | +406.6% |
| 10Y | +3,633.2% | +614.7% | +3,018.6% | +1,296.9% |
| All | +7,595.8% | +2,756.4% | +4,839.4% | +1,396.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling