+3,821.0%
LRCX vs ACWI
+226.0%
+3,595.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +5.0% |
| 7D | +10.4% | +1.1% | +9.3% | +8.1% |
| 30D | +2.9% | -0.2% | +3.1% | +3.4% |
| 3M | -1.2% | +4.7% | -5.9% | -7.4% |
| 6M | +60.9% | +14.5% | +46.4% | +30.1% |
| YTD | +87.5% | +14.6% | +72.9% | +52.9% |
| 1Y | +206.6% | +21.4% | +185.2% | +128.1% |
| 3Y | +392.1% | +77.6% | +314.5% | +96.0% |
| 5Y | +478.4% | +68.1% | +410.3% | +167.5% |
| 10Y | +3,821.0% | +226.1% | +3,594.9% | +576.3% |
| All | +3,821.0% | +226.0% | +3,595.0% | +576.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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