+290,000.8%
LRCX vs MSI
+4,035.2%
+285,965.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.6% |
| 7D | +1.9% | -3.7% | +5.6% | +4.1% |
| 30D | +0.1% | +6.8% | -6.8% | -4.5% |
| 3M | -8.5% | +14.3% | -22.8% | -16.7% |
| 6M | +38.1% | -1.6% | +39.6% | +36.0% |
| YTD | +80.1% | +22.8% | +57.3% | +54.7% |
| 1Y | +208.1% | -1.1% | +209.2% | +199.1% |
| 3Y | +350.2% | +70.5% | +279.7% | +212.7% |
| 5Y | +430.7% | +102.8% | +327.9% | +234.9% |
| 10Y | +3,633.2% | +597.4% | +3,035.8% | +1,018.3% |
| All | +290,000.8% | +4,035.2% | +285,965.6% | +27,723.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling