+42.8%
LRCX vs IBN
+4.2%
+38.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.8% | -7.8% | -5.3% |
| 7D | -12.8% | +8.9% | -21.7% | -15.7% |
| 30D | -36.0% | +12.6% | -48.6% | -39.7% |
| 3M | -30.2% | +3.1% | -33.3% | -30.8% |
| 6M | -14.2% | +20.6% | -34.8% | -25.0% |
| YTD | +29.7% | +5.8% | +24.0% | +18.9% |
| 1Y | +42.8% | +3.7% | +39.1% | +28.6% |
| All | +42.8% | +4.2% | +38.6% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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