+42.8%
LRCX vs IBB
+42.2%
+0.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.6% | -6.7% | -5.7% |
| 7D | -12.8% | +2.2% | -15.0% | -14.0% |
| 30D | -36.0% | +6.3% | -42.3% | -38.3% |
| 3M | -30.2% | +16.3% | -46.5% | -38.7% |
| 6M | -14.2% | +30.0% | -44.2% | -33.2% |
| YTD | +29.7% | +31.1% | -1.4% | +0.8% |
| 1Y | +42.8% | +42.0% | +0.8% | +4.4% |
| All | +42.8% | +42.2% | +0.6% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling