+3,549.0%
LRCX vs MDT
+39.8%
+3,509.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.5% |
| 7D | -3.1% | -3.4% | +0.3% | -1.3% |
| 30D | -8.6% | +0.2% | -8.8% | -9.0% |
| 3M | -17.7% | +14.3% | -31.9% | -25.7% |
| 6M | +36.4% | +4.0% | +32.3% | +30.1% |
| YTD | +74.5% | -3.7% | +78.2% | +74.3% |
| 1Y | +159.4% | -0.4% | +159.8% | +151.8% |
| 3Y | +361.6% | +23.3% | +338.3% | +274.8% |
| 5Y | +425.2% | -18.9% | +444.1% | +472.9% |
| All | +3,549.0% | +39.8% | +3,509.2% | +2,543.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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