+7,170.7%
LRCX vs IBN
+1,532.9%
+5,637.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.3% |
| 7D | +1.9% | +1.4% | +0.5% | +1.4% |
| 30D | +0.1% | -0.3% | +0.4% | +0.1% |
| 3M | -8.5% | +17.1% | -25.6% | -13.0% |
| 6M | +38.1% | +3.4% | +34.7% | +36.7% |
| YTD | +80.1% | +2.5% | +77.5% | +78.7% |
| 1Y | +208.1% | -4.2% | +212.2% | +211.3% |
| 3Y | +350.2% | +32.4% | +317.8% | +307.9% |
| 5Y | +430.7% | +59.2% | +371.5% | +355.8% |
| 10Y | +3,633.2% | +345.7% | +3,287.5% | +2,155.4% |
| All | +7,170.7% | +1,532.9% | +5,637.8% | +1,954.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling