+3,549.0%
LRCX vs MUB
+17.2%
+3,531.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | -0.8% |
| 7D | -3.1% | -0.8% | -2.2% | -1.4% |
| 30D | -8.6% | -2.4% | -6.2% | -4.0% |
| 3M | -17.7% | -2.8% | -14.8% | -12.7% |
| 6M | +36.4% | -2.2% | +38.6% | +43.4% |
| YTD | +74.5% | -1.6% | +76.1% | +81.5% |
| 1Y | +159.4% | 0.0% | +159.4% | +161.2% |
| 3Y | +361.6% | +7.9% | +353.7% | +295.8% |
| 5Y | +425.2% | +1.2% | +424.0% | +416.4% |
| All | +3,549.0% | +17.2% | +3,531.8% | +3,230.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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