+277.1%
LRCX vs ACI
-42.9%
+320.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.4% |
| 7D | +12.7% | +2.3% | +10.4% | +13.0% |
| 30D | -21.3% | +1.2% | -22.5% | -21.0% |
| 3M | -32.9% | +6.8% | -39.7% | -32.3% |
| 6M | -23.4% | -18.7% | -4.7% | -23.0% |
| YTD | +32.4% | -20.2% | +52.6% | +32.8% |
| 1Y | +48.0% | -23.7% | +71.8% | +49.0% |
| 3Y | +243.9% | -31.6% | +275.6% | +247.0% |
| All | +277.1% | -42.9% | +320.0% | +269.7% |
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