+416.0%
LRCX vs MDLZ
+17.7%
+398.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.1% | +1.9% | -5.0% | -3.1% |
| 30D | -8.6% | +0.4% | -9.0% | -8.6% |
| 3M | -17.7% | -0.6% | -17.1% | -17.5% |
| 6M | +36.4% | +14.7% | +21.6% | +32.3% |
| YTD | +74.5% | +18.0% | +56.6% | +67.8% |
| 1Y | +159.4% | +4.1% | +155.3% | +156.2% |
| 3Y | +361.6% | -4.6% | +366.2% | +355.8% |
| All | +416.0% | +17.7% | +398.4% | +337.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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