+42.8%
LRCX vs MUU
+478.9%
-436.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -14.0% | +10.0% | +0.4% |
| 7D | -12.8% | -35.9% | +23.1% | -0.4% |
| 30D | -36.0% | -47.1% | +11.2% | -23.0% |
| 3M | -30.2% | -29.8% | -0.4% | -24.2% |
| 6M | -14.2% | +16.0% | -30.2% | -27.6% |
| YTD | +29.7% | +286.1% | -256.3% | -29.0% |
| 1Y | +42.8% | +504.3% | -461.5% | -33.3% |
| All | +42.8% | +478.9% | -436.1% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling