+159.4%
LRCX vs MDB
+7.4%
+152.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.3% |
| 7D | -3.1% | -1.8% | -1.3% | -3.0% |
| 30D | -8.6% | -17.3% | +8.7% | -7.2% |
| 3M | -17.7% | +2.2% | -19.9% | -17.9% |
| 6M | +36.4% | +33.9% | +2.5% | +30.1% |
| YTD | +74.5% | -13.7% | +88.2% | +82.7% |
| 1Y | +159.4% | +9.1% | +150.4% | +151.4% |
| All | +159.4% | +7.4% | +152.0% | +151.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling