+13,532.6%
LRCX vs IAU
+875.8%
+12,656.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +6.0% | +5.3% |
| 7D | +1.9% | -0.5% | +2.4% | +2.0% |
| 30D | +0.1% | +4.4% | -4.4% | -0.8% |
| 3M | -8.5% | -1.1% | -7.4% | -8.3% |
| 6M | +38.1% | -13.7% | +51.8% | +41.6% |
| YTD | +80.1% | +2.7% | +77.3% | +79.9% |
| 1Y | +208.1% | +24.6% | +183.4% | +199.0% |
| 3Y | +350.2% | +126.8% | +223.4% | +300.4% |
| 5Y | +430.7% | +139.5% | +291.2% | +366.4% |
| 10Y | +3,633.2% | +226.3% | +3,407.0% | +3,094.2% |
| All | +13,532.6% | +875.8% | +12,656.8% | +10,609.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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