+2,520.1%
LRCX vs MSI
+664.3%
+1,855.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.5% |
| 7D | +12.7% | +3.2% | +9.5% | +10.7% |
| 30D | -21.3% | +17.6% | -38.9% | -29.3% |
| 3M | -32.9% | +14.5% | -47.4% | -39.2% |
| 6M | -23.4% | +34.3% | -57.6% | -38.3% |
| YTD | +32.4% | +39.7% | -7.4% | +1.7% |
| 1Y | +48.0% | +40.2% | +7.9% | +13.3% |
| 3Y | +243.9% | +77.1% | +166.8% | +115.6% |
| 5Y | +280.6% | +124.0% | +156.6% | +99.0% |
| All | +2,520.1% | +664.3% | +1,855.8% | +493.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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