+460.5%
LRCX vs ACI
-43.7%
+504.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.6% |
| 7D | +9.5% | -5.0% | +14.6% | +9.2% |
| 30D | +3.1% | -2.3% | +5.4% | +3.0% |
| 3M | -3.4% | -23.2% | +19.8% | -3.9% |
| 6M | +49.7% | -29.5% | +79.2% | +49.0% |
| YTD | +84.9% | -28.6% | +113.5% | +83.5% |
| 1Y | +200.8% | -34.0% | +234.9% | +200.2% |
| 3Y | +385.1% | -45.0% | +430.0% | +393.3% |
| 5Y | +460.5% | -44.0% | +504.5% | +442.3% |
| All | +460.5% | -43.7% | +504.2% | +442.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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