+7,472.5%
LRCX vs IBN
+1,491.4%
+5,981.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.5% | +6.7% | +4.9% |
| 7D | +10.4% | -2.2% | +12.6% | +11.1% |
| 30D | +2.9% | -2.3% | +5.2% | +3.5% |
| 3M | -1.2% | +15.9% | -17.0% | -5.8% |
| 6M | +60.9% | +5.6% | +55.3% | +58.1% |
| YTD | +87.5% | -0.1% | +87.6% | +87.5% |
| 1Y | +206.6% | -6.5% | +213.2% | +212.2% |
| 3Y | +392.1% | +29.3% | +362.8% | +349.1% |
| 5Y | +478.4% | +56.6% | +421.9% | +399.2% |
| 10Y | +3,821.0% | +314.4% | +3,506.6% | +2,320.6% |
| All | +7,472.5% | +1,491.4% | +5,981.1% | +2,055.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling