+293.9%
LRCX vs MMM
+46.7%
+247.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.2% |
| 7D | +26.2% | -0.8% | +27.0% | +26.7% |
| 30D | -22.4% | +14.4% | -36.8% | -27.7% |
| 3M | -28.2% | +1.8% | -30.0% | -29.2% |
| 6M | -19.0% | +31.3% | -50.3% | -30.1% |
| YTD | +37.0% | +18.0% | +19.0% | +24.4% |
| 1Y | +45.5% | +10.9% | +34.6% | +36.3% |
| 3Y | +249.7% | +160.6% | +89.1% | +108.1% |
| 5Y | +293.9% | +44.5% | +249.4% | +228.9% |
| All | +293.9% | +46.7% | +247.2% | +228.9% |
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