+268.6%
LRCX vs MUU
+2,491.4%
-2,222.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | -3.1% | -8.2% | +5.2% | -0.6% |
| 30D | -8.6% | +10.2% | -18.7% | -12.2% |
| 3M | -17.7% | -26.5% | +8.8% | -16.1% |
| 6M | +36.4% | +227.2% | -190.9% | -20.3% |
| YTD | +74.5% | +527.4% | -452.9% | -19.4% |
| 1Y | +159.4% | +1,843.7% | -1,684.2% | -20.5% |
| All | +268.6% | +2,491.4% | -2,222.8% | -14.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling