+1,166.9%
LRCX vs MDB
+912.7%
+254.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.7% | -3.0% |
| 7D | +12.7% | +6.8% | +5.9% | +11.0% |
| 30D | -21.3% | -6.2% | -15.1% | -19.7% |
| 3M | -32.9% | -29.2% | -3.7% | -27.9% |
| 6M | -23.4% | +10.3% | -33.7% | -27.8% |
| YTD | +32.4% | -20.4% | +52.7% | +32.3% |
| 1Y | +48.0% | -4.8% | +52.9% | +40.4% |
| 3Y | +243.9% | -11.6% | +255.5% | +206.8% |
| 5Y | +280.6% | -41.0% | +321.6% | +234.8% |
| All | +1,166.9% | +912.7% | +254.1% | +407.0% |
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