+2,547.4%
LRCX vs ACGL
+332.0%
+2,215.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.5% | +0.1% |
| 7D | -3.6% | +1.3% | -4.9% | -4.3% |
| 30D | -30.3% | +14.2% | -44.4% | -34.6% |
| 3M | -27.3% | +11.1% | -38.4% | -31.3% |
| 6M | -24.2% | +16.4% | -40.6% | -31.3% |
| YTD | +30.3% | +13.8% | +16.5% | +18.2% |
| 1Y | +34.3% | +21.6% | +12.7% | +17.5% |
| 3Y | +232.6% | +33.5% | +199.1% | +161.9% |
| 5Y | +286.2% | +174.8% | +111.3% | +84.4% |
| 10Y | +2,547.4% | +330.4% | +2,217.1% | +875.1% |
| All | +2,547.4% | +332.0% | +2,215.4% | +875.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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