+293.9%
LRCX vs MCD
+22.9%
+271.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +26.2% | -1.6% | +27.8% | +26.4% |
| 30D | -22.4% | +16.0% | -38.4% | -23.6% |
| 3M | -28.2% | 0.0% | -28.2% | -27.9% |
| 6M | -19.0% | +0.9% | -20.0% | -19.3% |
| YTD | +37.0% | -8.7% | +45.7% | +40.7% |
| 1Y | +45.5% | -8.6% | +54.1% | +49.0% |
| 3Y | +249.7% | +9.9% | +239.8% | +213.0% |
| 5Y | +293.9% | +22.6% | +271.2% | +220.3% |
| All | +293.9% | +22.9% | +271.0% | +220.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling