+478.4%
LRCX vs ACGL
+158.6%
+319.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +4.4% |
| 7D | +10.4% | -2.9% | +13.4% | +10.7% |
| 30D | +2.9% | -2.8% | +5.7% | +3.2% |
| 3M | -1.2% | +6.8% | -8.0% | -3.4% |
| 6M | +60.9% | -1.5% | +62.4% | +59.7% |
| YTD | +87.5% | -0.2% | +87.8% | +84.9% |
| 1Y | +206.6% | +5.3% | +201.4% | +196.8% |
| 3Y | +392.1% | +30.3% | +361.8% | +322.7% |
| 5Y | +478.4% | +151.8% | +326.6% | +235.8% |
| All | +478.4% | +158.6% | +319.8% | +235.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling