+478.4%
LRCX vs ACM
+4.8%
+473.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.6% |
| 7D | +10.4% | -0.3% | +10.7% | +10.6% |
| 30D | +2.9% | -12.9% | +15.8% | +10.0% |
| 3M | -1.2% | -6.4% | +5.2% | -0.2% |
| 6M | +60.9% | -29.2% | +90.1% | +95.2% |
| YTD | +87.5% | -29.9% | +117.5% | +125.7% |
| 1Y | +206.6% | -47.3% | +253.9% | +350.8% |
| 3Y | +392.1% | -19.6% | +411.7% | +408.6% |
| 5Y | +478.4% | +5.5% | +472.9% | +393.6% |
| All | +478.4% | +4.8% | +473.7% | +393.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling