+277.1%
LRCX vs IBB
+39.3%
+237.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -2.9% |
| 7D | +12.7% | -0.5% | +13.2% | +13.5% |
| 30D | -21.3% | +4.6% | -25.8% | -23.8% |
| 3M | -32.9% | +6.8% | -39.7% | -37.4% |
| 6M | -23.4% | +23.1% | -46.5% | -38.2% |
| YTD | +32.4% | +26.0% | +6.3% | +4.5% |
| 1Y | +48.0% | +30.4% | +17.7% | +12.8% |
| 3Y | +243.9% | +85.4% | +158.5% | +82.3% |
| All | +277.1% | +39.3% | +237.8% | +147.8% |
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