+478.4%
LRCX vs IBB
+20.0%
+458.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.2% | +6.3% | +6.2% |
| 7D | +10.4% | -1.7% | +12.1% | +11.9% |
| 30D | +2.9% | +4.9% | -2.0% | -2.9% |
| 3M | -1.2% | +24.2% | -25.4% | -21.2% |
| 6M | +60.9% | +23.8% | +37.0% | +28.9% |
| YTD | +87.5% | +23.0% | +64.6% | +51.2% |
| 1Y | +206.6% | +46.2% | +160.5% | +109.1% |
| 3Y | +392.1% | +64.8% | +327.3% | +194.9% |
| 5Y | +478.4% | +20.9% | +457.5% | +320.1% |
| All | +478.4% | +20.0% | +458.4% | +320.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling