+424.9%
LRCX vs IGV
+19.6%
+405.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.1% |
| 7D | +1.8% | -5.4% | +7.2% | +6.5% |
| 30D | -4.3% | -2.6% | -1.7% | -2.9% |
| 3M | -7.3% | +10.5% | -17.9% | -16.9% |
| 6M | +38.6% | +18.2% | +20.4% | +13.1% |
| YTD | +74.4% | -4.2% | +78.7% | +73.4% |
| 1Y | +179.1% | -9.8% | +188.9% | +197.4% |
| 3Y | +357.7% | +39.1% | +318.6% | +210.9% |
| 5Y | +424.9% | +21.2% | +403.7% | +266.1% |
| All | +424.9% | +19.6% | +405.2% | +266.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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