+21,852.6%
LRCX vs MDY
+2,615.3%
+19,237.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | +0.1% |
| 7D | +9.5% | -0.8% | +10.3% | +10.7% |
| 30D | +3.1% | -3.9% | +6.9% | +9.2% |
| 3M | -3.4% | 0.0% | -3.3% | -1.7% |
| 6M | +49.7% | +8.5% | +41.1% | +37.6% |
| YTD | +84.9% | +13.2% | +71.6% | +61.5% |
| 1Y | +200.8% | +15.0% | +185.8% | +158.9% |
| 3Y | +385.1% | +49.6% | +335.5% | +193.6% |
| 5Y | +460.5% | +46.0% | +414.5% | +261.6% |
| 10Y | +3,866.3% | +176.4% | +3,689.9% | +962.3% |
| All | +21,852.6% | +2,615.3% | +19,237.3% | +61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling