+3,549.0%
LRCX vs MSI
+605.3%
+2,943.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.2% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | -8.6% | -0.8% | -7.8% | -8.6% |
| 3M | -17.7% | +13.9% | -31.6% | -25.6% |
| 6M | +36.4% | +1.3% | +35.0% | +31.7% |
| YTD | +74.5% | +22.3% | +52.2% | +47.1% |
| 1Y | +159.4% | -3.9% | +163.3% | +157.1% |
| 3Y | +361.6% | +69.9% | +291.7% | +196.9% |
| 5Y | +425.2% | +103.8% | +321.5% | +194.2% |
| All | +3,549.0% | +605.3% | +2,943.8% | +886.8% |
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