+1,263.7%
MU vs LRCX
+421.4%
+842.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.6% | +0.7% | 0.0% |
| 7D | +2.0% | +1.8% | +0.2% | +0.2% |
| 30D | +12.5% | -4.3% | +16.8% | +16.2% |
| 3M | +9.6% | -7.3% | +16.9% | +18.0% |
| 6M | +142.6% | +38.6% | +104.0% | +89.3% |
| YTD | +242.7% | +74.4% | +168.2% | +121.1% |
| 1Y | +599.3% | +179.1% | +420.2% | +211.4% |
| 3Y | +1,308.3% | +357.7% | +950.6% | +336.3% |
| 5Y | +1,263.7% | +424.9% | +838.8% | +279.2% |
| All | +1,263.7% | +421.4% | +842.3% | +279.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 LRCX 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 · 6 months rolling