+3,821.0%
LRCX vs MLM
+204.6%
+3,616.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.5% |
| 7D | +10.4% | +1.4% | +9.0% | +9.5% |
| 30D | +2.9% | -6.5% | +9.4% | +6.6% |
| 3M | -1.2% | -7.4% | +6.3% | +1.4% |
| 6M | +60.9% | -15.8% | +76.7% | +74.9% |
| YTD | +87.5% | -17.4% | +105.0% | +105.4% |
| 1Y | +206.6% | -17.9% | +224.5% | +236.7% |
| 3Y | +392.1% | +18.9% | +373.2% | +332.8% |
| 5Y | +478.4% | +43.4% | +435.0% | +357.0% |
| 10Y | +3,821.0% | +206.2% | +3,614.8% | +1,996.9% |
| All | +3,821.0% | +204.6% | +3,616.5% | +1,996.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MLM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling