+34.3%
LRCX vs ACWI
+12.3%
+22.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +2.0% |
| 7D | -3.6% | -0.2% | -3.5% | -1.9% |
| 30D | -30.3% | -3.3% | -27.0% | -20.9% |
| 3M | -27.3% | -3.4% | -23.9% | -17.2% |
| 6M | -24.2% | +0.8% | -25.0% | -22.2% |
| YTD | +30.3% | +10.7% | +19.6% | +5.8% |
| 1Y | +34.3% | +11.6% | +22.7% | +6.6% |
| All | +34.3% | +12.3% | +22.0% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling