+12,510.3%
LRCX vs IJH
+1,054.0%
+11,456.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.0% |
| 7D | -3.1% | -1.9% | -1.2% | -0.4% |
| 30D | -8.6% | -4.6% | -3.9% | -2.0% |
| 3M | -17.7% | -1.2% | -16.5% | -15.1% |
| 6M | +36.4% | +9.4% | +26.9% | +24.1% |
| YTD | +74.5% | +13.3% | +61.2% | +52.4% |
| 1Y | +159.4% | +13.4% | +146.1% | +127.8% |
| 3Y | +361.6% | +50.4% | +311.1% | +178.6% |
| 5Y | +425.2% | +49.0% | +376.3% | +231.5% |
| 10Y | +3,645.0% | +182.6% | +3,462.4% | +885.2% |
| All | +12,510.3% | +1,054.0% | +11,456.3% | +183.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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