+9,511.1%
LRCX vs ACWI
+356.8%
+9,154.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.2% | +5.2% |
| 7D | +1.9% | +0.5% | +1.4% | +1.2% |
| 30D | +0.1% | +0.9% | -0.8% | -1.0% |
| 3M | -8.5% | +2.4% | -10.9% | -9.6% |
| 6M | +38.1% | +12.4% | +25.7% | +21.7% |
| YTD | +80.1% | +15.2% | +64.9% | +54.6% |
| 1Y | +208.1% | +22.7% | +185.3% | +145.5% |
| 3Y | +350.2% | +75.8% | +274.4% | +134.5% |
| 5Y | +430.7% | +67.7% | +362.9% | +210.1% |
| 10Y | +3,633.2% | +229.0% | +3,404.2% | +1,003.5% |
| All | +9,511.1% | +356.8% | +9,154.3% | +2,018.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling