+297,723.7%
LRCX vs MKC
+3,336.7%
+294,387.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +9.5% | -4.3% | +13.9% | +11.0% |
| 30D | +3.1% | -3.1% | +6.2% | +3.8% |
| 3M | -3.4% | +6.8% | -10.2% | -6.8% |
| 6M | +49.7% | -18.3% | +68.0% | +56.8% |
| YTD | +84.9% | -23.1% | +107.9% | +96.4% |
| 1Y | +200.8% | -23.7% | +224.5% | +218.9% |
| 3Y | +385.1% | -31.0% | +416.1% | +420.0% |
| 5Y | +460.5% | -33.5% | +494.0% | +498.0% |
| 10Y | +3,866.3% | +30.3% | +3,836.0% | +3,172.3% |
| All | +297,723.7% | +3,336.7% | +294,387.0% | +69,191.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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