+983.0%
LRCX vs ACI
+25.9%
+957.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.1% |
| 7D | +1.9% | +0.2% | +1.7% | +1.9% |
| 30D | +0.1% | +5.9% | -5.8% | +0.3% |
| 3M | -8.5% | -19.8% | +11.3% | -8.6% |
| 6M | +38.1% | -24.7% | +62.8% | +37.9% |
| YTD | +80.1% | -24.4% | +104.5% | +79.6% |
| 1Y | +208.1% | -31.5% | +239.6% | +208.7% |
| 3Y | +350.2% | -38.7% | +388.9% | +353.3% |
| 5Y | +430.7% | -42.8% | +473.5% | +428.4% |
| All | +983.0% | +25.9% | +957.1% | +891.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling