+361.3%
LRCX vs MUB
+7.4%
+353.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -4.4% |
| 7D | +1.8% | -1.2% | +3.1% | +3.9% |
| 30D | -4.3% | -2.8% | -1.5% | +0.1% |
| 3M | -7.3% | -3.1% | -4.3% | -2.5% |
| 6M | +38.6% | -2.9% | +41.4% | +45.5% |
| YTD | +74.4% | -2.0% | +76.4% | +81.9% |
| 1Y | +179.1% | 0.0% | +179.1% | +185.4% |
| All | +361.3% | +7.4% | +353.8% | +291.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling