+42.8%
LRCX vs MDY
+17.5%
+25.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -5.6% |
| 7D | -12.8% | +1.7% | -14.5% | -16.7% |
| 30D | -36.0% | +1.2% | -37.2% | -38.0% |
| 3M | -30.2% | -3.5% | -26.8% | -22.8% |
| 6M | -14.2% | +3.5% | -17.7% | -17.4% |
| YTD | +29.7% | +13.6% | +16.1% | +4.0% |
| 1Y | +42.8% | +17.1% | +25.7% | +9.5% |
| All | +42.8% | +17.5% | +25.3% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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