+290.3%
LRCX vs MUU
+2,789.9%
-2,499.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.5% | -6.9% | -3.1% |
| 7D | +9.5% | +15.0% | -5.5% | +4.7% |
| 30D | +3.1% | +36.8% | -33.7% | -7.4% |
| 3M | -3.4% | -8.5% | +5.1% | -8.1% |
| 6M | +49.7% | +320.7% | -271.1% | -19.2% |
| YTD | +84.9% | +599.7% | -514.8% | -17.5% |
| 1Y | +200.8% | +2,569.2% | -2,368.3% | -16.6% |
| All | +290.3% | +2,789.9% | -2,499.5% | -12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling