+460.5%
LRCX vs MMM
+24.9%
+435.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -0.5% |
| 7D | +9.5% | -2.6% | +12.1% | +11.0% |
| 30D | +3.1% | -9.3% | +12.4% | +8.3% |
| 3M | -3.4% | +5.6% | -9.0% | -6.4% |
| 6M | +49.7% | +9.5% | +40.2% | +42.6% |
| YTD | +84.9% | +4.1% | +80.7% | +79.5% |
| 1Y | +200.8% | +9.4% | +191.5% | +184.5% |
| 3Y | +385.1% | +101.0% | +284.1% | +235.9% |
| 5Y | +460.5% | +26.1% | +434.4% | +408.0% |
| All | +460.5% | +24.9% | +435.6% | +408.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling