+208.1%
LRCX vs MTB
+23.4%
+184.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.2% |
| 7D | +1.9% | +1.7% | +0.2% | +1.0% |
| 30D | +0.1% | -4.2% | +4.3% | +2.3% |
| 3M | -8.5% | +8.9% | -17.4% | -13.8% |
| 6M | +38.1% | +10.9% | +27.2% | +27.6% |
| YTD | +80.1% | +21.5% | +58.6% | +58.7% |
| 1Y | +208.1% | +21.9% | +186.1% | +152.1% |
| All | +208.1% | +23.4% | +184.7% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling