+3,664.7%
LRCX vs MLM
+206.2%
+3,458.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.5% |
| 7D | +1.9% | -2.9% | +4.8% | +3.6% |
| 30D | +0.1% | -6.8% | +6.9% | +3.9% |
| 3M | -8.5% | -11.2% | +2.7% | -3.8% |
| 6M | +38.1% | -21.8% | +59.9% | +57.0% |
| YTD | +80.1% | -17.0% | +97.0% | +96.7% |
| 1Y | +208.1% | -16.4% | +224.4% | +234.7% |
| 3Y | +350.2% | +14.5% | +335.7% | +304.5% |
| 5Y | +430.7% | +41.7% | +388.9% | +321.7% |
| All | +3,664.7% | +206.2% | +3,458.5% | +1,907.4% |
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