+3,549.0%
LRCX vs MMM
+55.8%
+3,493.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.7% |
| 7D | -3.1% | -2.1% | -0.9% | -1.8% |
| 30D | -8.6% | -9.8% | +1.3% | -2.7% |
| 3M | -17.7% | +4.9% | -22.6% | -20.4% |
| 6M | +36.4% | +7.3% | +29.0% | +30.3% |
| YTD | +74.5% | +4.5% | +70.1% | +68.2% |
| 1Y | +159.4% | +5.4% | +154.1% | +148.1% |
| 3Y | +361.6% | +98.6% | +263.0% | +186.7% |
| 5Y | +425.2% | +27.4% | +397.9% | +343.2% |
| All | +3,549.0% | +55.8% | +3,493.2% | +2,611.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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