+3,866.3%
LRCX vs MCD
+178.8%
+3,687.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.9% |
| 7D | +9.5% | -2.9% | +12.4% | +11.3% |
| 30D | +3.1% | -6.7% | +9.8% | +6.9% |
| 3M | -3.4% | -9.6% | +6.2% | +0.7% |
| 6M | +49.7% | -22.3% | +72.0% | +71.0% |
| YTD | +84.9% | -15.4% | +100.3% | +99.2% |
| 1Y | +200.8% | -16.8% | +217.6% | +225.2% |
| 3Y | +385.1% | -2.4% | +387.5% | +348.8% |
| 5Y | +460.5% | +19.4% | +441.1% | +339.6% |
| 10Y | +3,866.3% | +181.3% | +3,685.0% | +1,773.7% |
| All | +3,866.3% | +178.8% | +3,687.4% | +1,773.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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