+416.0%
LRCX vs IBN
+58.3%
+357.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -1.0% |
| 7D | -3.1% | -3.0% | -0.1% | -1.4% |
| 30D | -8.6% | -1.5% | -7.0% | -7.9% |
| 3M | -17.7% | +7.9% | -25.6% | -21.8% |
| 6M | +36.4% | +8.6% | +27.7% | +29.3% |
| YTD | +74.5% | -0.6% | +75.1% | +73.7% |
| 1Y | +159.4% | -7.3% | +166.8% | +167.0% |
| 3Y | +361.6% | +26.2% | +335.4% | +277.3% |
| All | +416.0% | +58.3% | +357.7% | +242.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling