+159.4%
LRCX vs MDY
+14.6%
+144.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -2.0% |
| 7D | -3.1% | -1.9% | -1.2% | +1.8% |
| 30D | -8.6% | -4.6% | -3.9% | +3.7% |
| 3M | -17.7% | -1.2% | -16.4% | -13.1% |
| 6M | +36.4% | +9.2% | +27.1% | +18.4% |
| YTD | +74.5% | +13.1% | +61.5% | +42.5% |
| 1Y | +159.4% | +13.0% | +146.4% | +117.2% |
| All | +159.4% | +14.6% | +144.9% | +117.2% |
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