+556.1%
LRCX vs ACHR
-45.0%
+601.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.4% |
| 7D | -3.1% | -2.3% | -0.8% | -2.7% |
| 30D | -8.6% | -11.3% | +2.7% | -6.7% |
| 3M | -17.7% | +5.3% | -23.0% | -19.4% |
| 6M | +36.4% | -13.2% | +49.6% | +38.0% |
| YTD | +74.5% | -25.8% | +100.3% | +80.8% |
| 1Y | +159.4% | -34.3% | +193.7% | +171.6% |
| 3Y | +361.6% | -19.9% | +381.5% | +329.6% |
| 5Y | +425.2% | -42.7% | +467.9% | +339.5% |
| All | +556.1% | -45.0% | +601.1% | +431.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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