+3,866.3%
LRCX vs ACM
+124.8%
+3,741.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.6% | +0.3% |
| 7D | +9.5% | -3.7% | +13.2% | +11.8% |
| 30D | +3.1% | -12.7% | +15.7% | +9.5% |
| 3M | -3.4% | -9.8% | +6.4% | -0.4% |
| 6M | +49.7% | -31.4% | +81.1% | +81.0% |
| YTD | +84.9% | -32.1% | +116.9% | +122.4% |
| 1Y | +200.8% | -47.8% | +248.6% | +322.8% |
| 3Y | +385.1% | -22.1% | +407.1% | +427.2% |
| 5Y | +460.5% | +1.8% | +458.7% | +420.0% |
| 10Y | +3,866.3% | +132.5% | +3,733.7% | +2,321.6% |
| All | +3,866.3% | +124.8% | +3,741.5% | +2,321.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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