+213,159.3%
LRCX vs MMM
+3,132.3%
+210,026.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -2.8% |
| 7D | +12.7% | -0.4% | +13.1% | +13.1% |
| 30D | -21.3% | +12.1% | -33.4% | -27.4% |
| 3M | -32.9% | +1.4% | -34.3% | -34.1% |
| 6M | -23.4% | +26.6% | -50.0% | -35.1% |
| YTD | +32.4% | +16.8% | +15.5% | +17.5% |
| 1Y | +48.0% | +10.1% | +37.9% | +36.4% |
| 3Y | +243.9% | +158.4% | +85.5% | +73.8% |
| 5Y | +280.6% | +43.1% | +237.5% | +180.0% |
| 10Y | +2,547.5% | +74.2% | +2,473.4% | +1,558.5% |
| All | +213,159.3% | +3,132.3% | +210,026.9% | +22,181.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling