+302,042.5%
LRCX vs MTB
+8,245.1%
+293,797.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.4% |
| 7D | +10.4% | +2.8% | +7.6% | +8.9% |
| 30D | +2.9% | -4.2% | +7.1% | +5.1% |
| 3M | -1.2% | +7.8% | -9.0% | -5.2% |
| 6M | +60.9% | +14.8% | +46.0% | +49.6% |
| YTD | +87.5% | +20.8% | +66.8% | +70.2% |
| 1Y | +206.6% | +23.1% | +183.5% | +175.1% |
| 3Y | +392.1% | +114.8% | +277.3% | +229.0% |
| 5Y | +478.4% | +103.3% | +375.2% | +281.1% |
| 10Y | +3,821.0% | +173.0% | +3,648.0% | +1,952.2% |
| All | +302,042.5% | +8,245.1% | +293,797.4% | +20,398.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling