+12,510.3%
LRCX vs IJR
+1,125.8%
+11,384.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.6% |
| 7D | -3.1% | -2.2% | -0.9% | -0.4% |
| 30D | -8.6% | -4.6% | -4.0% | -2.9% |
| 3M | -17.7% | +0.2% | -17.9% | -17.2% |
| 6M | +36.4% | +14.7% | +21.6% | +17.6% |
| YTD | +74.5% | +18.9% | +55.7% | +44.8% |
| 1Y | +159.4% | +19.9% | +139.5% | +113.9% |
| 3Y | +361.6% | +53.0% | +308.6% | +179.4% |
| 5Y | +425.2% | +40.9% | +384.4% | +262.1% |
| 10Y | +3,645.0% | +171.1% | +3,473.9% | +1,010.5% |
| All | +12,510.3% | +1,125.8% | +11,384.4% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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