+7,120.0%
LRCX vs MUB
+76.3%
+7,043.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +10.4% | -0.3% | +10.7% | +10.7% |
| 30D | +2.9% | -1.5% | +4.5% | +4.3% |
| 3M | -1.2% | -1.9% | +0.8% | +0.5% |
| 6M | +60.9% | -1.7% | +62.6% | +63.6% |
| YTD | +87.5% | -0.8% | +88.3% | +89.3% |
| 1Y | +206.6% | +1.5% | +205.2% | +204.1% |
| 3Y | +392.1% | +8.8% | +383.3% | +361.2% |
| 5Y | +478.4% | +2.0% | +476.4% | +467.1% |
| 10Y | +3,821.0% | +18.0% | +3,803.0% | +3,599.5% |
| All | +7,120.0% | +76.3% | +7,043.7% | +6,220.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling