-8.8%
LRCX vs MUZ
-54.9%
+46.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +9.5% | -15.1% | -2.2% |
| 7D | +1.8% | -7.7% | +9.5% | -0.4% |
| 30D | -4.3% | -29.2% | +24.9% | -13.9% |
| 3M | -7.3% | -62.5% | +55.1% | -18.0% |
| All | -8.8% | -54.9% | +46.1% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUZ.
Daily Out/Under-Performance
Portfolio return minus MUZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUZ 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 5y: compounded portfolio wealth divided by compounded MUZ 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…
5y analysis · Full analysis span regression · Available span rolling