+3,549.0%
LRCX vs IBN
+324.2%
+3,224.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.8% |
| 7D | -3.1% | -3.0% | -0.1% | -1.8% |
| 30D | -8.6% | -1.5% | -7.0% | -8.1% |
| 3M | -17.7% | +7.9% | -25.6% | -20.8% |
| 6M | +36.4% | +8.6% | +27.7% | +31.2% |
| YTD | +74.5% | -0.6% | +75.1% | +74.5% |
| 1Y | +159.4% | -7.3% | +166.8% | +166.3% |
| 3Y | +361.6% | +26.2% | +335.4% | +306.6% |
| 5Y | +425.2% | +57.8% | +367.4% | +318.9% |
| All | +3,549.0% | +324.2% | +3,224.8% | +1,977.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling