+6,210.8%
LRCX vs IBKR
+1,349.8%
+4,861.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -1.0% |
| 7D | -3.1% | -1.3% | -1.7% | -2.4% |
| 30D | -8.6% | -0.2% | -8.3% | -8.7% |
| 3M | -17.7% | +3.0% | -20.6% | -19.1% |
| 6M | +36.4% | +33.9% | +2.5% | +17.8% |
| YTD | +74.5% | +42.5% | +32.0% | +46.2% |
| 1Y | +159.4% | +44.9% | +114.6% | +115.8% |
| 3Y | +361.6% | +293.0% | +68.6% | +128.8% |
| 5Y | +425.2% | +497.7% | -72.4% | +108.5% |
| 10Y | +3,645.0% | +1,004.4% | +2,640.6% | +1,003.4% |
| All | +6,210.8% | +1,349.8% | +4,861.0% | +1,184.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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