+27,558.2%
LRCX vs IEF
+128.5%
+27,429.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.8% |
| 7D | +9.5% | -0.3% | +9.8% | +9.1% |
| 30D | +3.1% | -0.6% | +3.7% | +2.3% |
| 3M | -3.4% | -1.0% | -2.4% | -4.8% |
| 6M | +49.7% | -3.1% | +52.8% | +42.7% |
| YTD | +84.9% | -1.9% | +86.7% | +79.1% |
| 1Y | +200.8% | -1.4% | +202.2% | +193.8% |
| 3Y | +385.1% | +9.8% | +375.3% | +446.4% |
| 5Y | +460.5% | -8.8% | +469.3% | +351.1% |
| 10Y | +3,866.3% | +4.7% | +3,861.6% | +4,126.9% |
| All | +27,558.2% | +128.5% | +27,429.7% | +304,904.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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