+42.8%
LRCX vs MTZ
-14.7%
+57.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -15.4% | +11.4% | +7.5% |
| 7D | -12.8% | -7.4% | -5.4% | -9.7% |
| 30D | -36.0% | -23.6% | -12.4% | -22.5% |
| 3M | -30.2% | -38.3% | +8.1% | -0.1% |
| 6M | -14.2% | -60.6% | +46.4% | +78.7% |
| YTD | +29.7% | -22.9% | +52.6% | +39.3% |
| 1Y | +42.8% | -14.3% | +57.1% | +35.4% |
| All | +42.8% | -14.7% | +57.5% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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