+179.1%
LRCX vs IBB
+42.3%
+136.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.3% | -4.6% |
| 7D | +1.8% | -5.2% | +7.1% | +6.1% |
| 30D | -4.3% | +1.5% | -5.8% | -6.8% |
| 3M | -7.3% | +22.1% | -29.5% | -26.6% |
| 6M | +38.6% | +17.7% | +20.8% | +14.5% |
| YTD | +74.4% | +20.2% | +54.2% | +40.7% |
| 1Y | +179.1% | +44.4% | +134.7% | +72.1% |
| All | +179.1% | +42.3% | +136.8% | +72.1% |
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 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