+361.3%
LRCX vs MTZ
+151.6%
+209.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.5% | -2.1% | -3.6% |
| 7D | +1.8% | 0.0% | +1.9% | +2.0% |
| 30D | -4.3% | -14.8% | +10.5% | +4.9% |
| 3M | -7.3% | -30.8% | +23.5% | +14.7% |
| 6M | +38.6% | -22.6% | +61.2% | +62.2% |
| YTD | +74.4% | +6.8% | +67.6% | +75.2% |
| 1Y | +179.1% | +22.1% | +157.0% | +165.1% |
| All | +361.3% | +151.6% | +209.7% | +234.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling