+6,854.9%
LRCX vs ACWI
+339.1%
+6,515.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.1% |
| 7D | -3.6% | -0.2% | -3.5% | -2.6% |
| 30D | -30.3% | -3.3% | -27.0% | -26.0% |
| 3M | -27.3% | -3.4% | -23.9% | -22.6% |
| 6M | -24.2% | +0.8% | -25.0% | -22.2% |
| YTD | +30.3% | +10.7% | +19.6% | +19.9% |
| 1Y | +34.3% | +11.6% | +22.7% | +22.8% |
| 3Y | +232.6% | +73.4% | +159.3% | +79.4% |
| 5Y | +286.2% | +60.2% | +226.0% | +143.5% |
| 10Y | +2,547.4% | +221.6% | +2,325.8% | +723.5% |
| All | +6,854.9% | +339.1% | +6,515.8% | +1,543.3% |
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 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