+478.4%
LRCX vs MCD
+21.4%
+457.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.1% |
| 7D | +10.4% | -2.0% | +12.4% | +10.8% |
| 30D | +2.9% | -6.1% | +9.1% | +4.0% |
| 3M | -1.2% | -7.3% | +6.1% | -0.2% |
| 6M | +60.9% | -20.9% | +81.8% | +71.4% |
| YTD | +87.5% | -14.7% | +102.2% | +94.0% |
| 1Y | +206.6% | -16.1% | +222.8% | +218.4% |
| 3Y | +392.1% | -1.5% | +393.6% | +359.3% |
| 5Y | +478.4% | +20.4% | +458.0% | +341.4% |
| All | +478.4% | +21.4% | +457.1% | +341.4% |
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 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