+16,586.7%
LRCX vs IAG
+378.9%
+16,207.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.6% | -1.7% |
| 7D | +9.5% | +1.7% | +7.9% | +9.3% |
| 30D | +3.1% | +11.4% | -8.4% | +1.7% |
| 3M | -3.4% | +33.0% | -36.4% | -6.7% |
| 6M | +49.7% | -6.0% | +55.7% | +50.0% |
| YTD | +84.9% | +24.6% | +60.3% | +79.0% |
| 1Y | +200.8% | +105.0% | +95.8% | +176.3% |
| 3Y | +385.1% | +837.9% | -452.8% | +272.1% |
| 5Y | +460.5% | +817.0% | -356.5% | +314.0% |
| 10Y | +3,866.3% | +425.3% | +3,440.9% | +2,796.9% |
| All | +16,586.7% | +378.9% | +16,207.8% | +10,467.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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