+268.3%
LRCX vs MUU
+2,520.2%
-2,251.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -9.3% | +3.7% | -2.8% |
| 7D | +1.8% | +3.6% | -1.7% | +0.5% |
| 30D | -4.3% | +22.3% | -26.6% | -11.0% |
| 3M | -7.3% | -8.2% | +0.9% | -11.6% |
| 6M | +38.6% | +256.3% | -217.8% | -21.2% |
| YTD | +74.4% | +534.4% | -460.0% | -19.8% |
| 1Y | +179.1% | +2,163.5% | -1,984.4% | -18.5% |
| All | +268.3% | +2,520.2% | -2,251.9% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling