+255.9%
LRCX vs MCD
+10.0%
+245.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -1.0% |
| 7D | +26.2% | -1.6% | +27.8% | +25.5% |
| 30D | -22.4% | +16.0% | -38.4% | -17.9% |
| 3M | -28.2% | 0.0% | -28.2% | -27.3% |
| 6M | -19.0% | +0.9% | -20.0% | -17.3% |
| YTD | +37.0% | -8.7% | +45.7% | +39.1% |
| 1Y | +45.5% | -8.6% | +54.1% | +47.7% |
| All | +255.9% | +10.0% | +245.9% | +252.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling