+15,839.6%
LRCX vs IBB
+560.8%
+15,278.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.9% |
| 7D | +1.9% | +1.4% | +0.5% | +0.6% |
| 30D | +0.1% | +10.5% | -10.4% | -9.1% |
| 3M | -8.5% | +23.6% | -32.1% | -24.6% |
| 6M | +38.1% | +22.6% | +15.4% | +14.7% |
| YTD | +80.1% | +25.7% | +54.4% | +46.4% |
| 1Y | +208.1% | +51.4% | +156.7% | +113.4% |
| 3Y | +350.2% | +64.4% | +285.8% | +189.4% |
| 5Y | +430.7% | +22.1% | +408.5% | +342.1% |
| 10Y | +3,633.2% | +132.5% | +3,500.7% | +1,720.1% |
| All | +15,839.6% | +560.8% | +15,278.8% | +2,139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling