+416.0%
LRCX vs MTZ
+168.2%
+247.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.5% | -1.9% |
| 7D | -3.1% | +1.4% | -4.4% | -3.8% |
| 30D | -8.6% | -14.5% | +5.9% | -0.2% |
| 3M | -17.7% | -32.9% | +15.3% | +2.7% |
| 6M | +36.4% | -20.8% | +57.2% | +56.4% |
| YTD | +74.5% | +10.6% | +63.9% | +69.4% |
| 1Y | +159.4% | +27.1% | +132.4% | +136.3% |
| 3Y | +361.6% | +166.1% | +195.4% | +190.7% |
| All | +416.0% | +168.2% | +247.9% | +196.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling