+274.3%
LRCX vs ACWI
+58.8%
+215.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.6% | +7.8% | +4.7% |
| 7D | -2.7% | +0.3% | -3.1% | -2.4% |
| 30D | -30.6% | -2.8% | -27.8% | -24.9% |
| 3M | -28.8% | -3.2% | -25.7% | -22.3% |
| 6M | -24.6% | +1.3% | -25.9% | -22.9% |
| YTD | +29.7% | +11.2% | +18.4% | +12.0% |
| 1Y | +39.5% | +13.8% | +25.8% | +16.0% |
| 3Y | +248.9% | +76.2% | +172.7% | +34.5% |
| 5Y | +274.3% | +59.5% | +214.9% | +80.6% |
| All | +274.3% | +58.8% | +215.5% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling