+302,042.5%
LRCX vs MDT
+7,800.3%
+294,242.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.0% | +4.9% |
| 7D | +10.4% | +0.4% | +10.0% | +10.2% |
| 30D | +2.9% | +6.0% | -3.1% | +0.1% |
| 3M | -1.2% | +15.5% | -16.7% | -8.7% |
| 6M | +60.9% | +3.4% | +57.5% | +55.4% |
| YTD | +87.5% | -2.2% | +89.7% | +85.4% |
| 1Y | +206.6% | +2.6% | +204.1% | +195.8% |
| 3Y | +392.1% | +27.5% | +364.6% | +323.9% |
| 5Y | +478.4% | -20.1% | +498.5% | +505.2% |
| 10Y | +3,821.0% | +39.1% | +3,781.9% | +3,182.9% |
| All | +302,042.5% | +7,800.3% | +294,242.2% | +39,321.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling