+1,569.3%
LRCX vs MDB
+1,032.9%
+536.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.3% | -10.0% | -6.7% |
| 7D | +1.8% | -2.8% | +4.6% | +2.3% |
| 30D | -4.3% | -14.9% | +10.6% | -1.3% |
| 3M | -7.3% | +7.3% | -14.7% | -10.4% |
| 6M | +38.6% | +38.2% | +0.4% | +22.9% |
| YTD | +74.4% | -10.9% | +85.3% | +70.5% |
| 1Y | +179.1% | +11.6% | +167.5% | +155.7% |
| 3Y | +357.7% | -0.9% | +358.6% | +296.9% |
| 5Y | +424.9% | -23.5% | +448.4% | +332.1% |
| All | +1,569.3% | +1,032.9% | +536.4% | +553.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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