+3,549.0%
LRCX vs MTZ
+773.6%
+2,775.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.5% | -1.6% |
| 7D | -3.1% | +1.4% | -4.4% | -3.6% |
| 30D | -8.6% | -14.5% | +5.9% | -1.7% |
| 3M | -17.7% | -32.9% | +15.3% | -1.0% |
| 6M | +36.4% | -20.8% | +57.2% | +53.1% |
| YTD | +74.5% | +10.6% | +63.9% | +70.3% |
| 1Y | +159.4% | +27.1% | +132.4% | +139.9% |
| 3Y | +361.6% | +166.1% | +195.4% | +204.5% |
| 5Y | +425.2% | +170.7% | +254.6% | +234.6% |
| All | +3,549.0% | +773.6% | +2,775.4% | +1,448.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling