+297,723.7%
LRCX vs MTZ
+3,109.1%
+294,614.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.9% |
| 7D | +9.5% | +2.3% | +7.3% | +9.0% |
| 30D | +3.1% | -10.3% | +13.4% | +5.7% |
| 3M | -3.4% | -31.8% | +28.4% | +6.0% |
| 6M | +49.7% | -19.2% | +68.9% | +58.4% |
| YTD | +84.9% | +10.7% | +74.1% | +82.8% |
| 1Y | +200.8% | +37.5% | +163.3% | +184.3% |
| 3Y | +385.1% | +162.4% | +222.7% | +292.2% |
| 5Y | +460.5% | +166.3% | +294.2% | +349.1% |
| 10Y | +3,866.3% | +753.2% | +3,113.1% | +2,308.5% |
| All | +297,723.7% | +3,109.1% | +294,614.6% | +109,909.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling