+2,506.1%
LRCX vs MLM
+142.4%
+2,363.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | -3.6% | -2.9% | -0.7% | -1.6% |
| 30D | -30.3% | +10.4% | -40.7% | -34.3% |
| 3M | -27.3% | -3.7% | -23.6% | -26.1% |
| 6M | -24.2% | -10.3% | -14.0% | -21.0% |
| YTD | +30.3% | -14.8% | +45.1% | +40.1% |
| 1Y | +34.3% | -13.9% | +48.2% | +43.6% |
| 3Y | +232.6% | +18.4% | +214.3% | +191.7% |
| 5Y | +286.2% | +31.8% | +254.4% | +215.1% |
| All | +2,506.1% | +142.4% | +2,363.7% | +1,287.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling