+3,866.3%
LRCX vs IBB
+122.2%
+3,744.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.6% |
| 7D | +9.5% | -3.9% | +13.4% | +13.5% |
| 30D | +3.1% | +2.7% | +0.3% | -0.7% |
| 3M | -3.4% | +21.4% | -24.7% | -20.8% |
| 6M | +49.7% | +20.1% | +29.6% | +24.1% |
| YTD | +84.9% | +21.9% | +63.0% | +51.1% |
| 1Y | +200.8% | +44.1% | +156.7% | +109.8% |
| 3Y | +385.1% | +63.4% | +321.7% | +197.8% |
| 5Y | +460.5% | +19.8% | +440.7% | +359.3% |
| 10Y | +3,866.3% | +127.0% | +3,739.2% | +1,949.1% |
| All | +3,866.3% | +122.2% | +3,744.0% | +1,949.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling