+2,778.2%
LRCX vs INVH
+75.4%
+2,702.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -3.1% | -3.0% | -0.1% | -1.4% |
| 30D | -8.6% | -7.5% | -1.0% | -4.7% |
| 3M | -17.7% | -5.5% | -12.1% | -16.0% |
| 6M | +36.4% | +11.7% | +24.6% | +25.3% |
| YTD | +74.5% | +1.3% | +73.2% | +68.9% |
| 1Y | +159.4% | -6.1% | +165.5% | +161.5% |
| 3Y | +361.6% | -9.8% | +371.3% | +364.2% |
| 5Y | +425.2% | -19.7% | +444.9% | +461.8% |
| All | +2,778.2% | +75.4% | +2,702.8% | +1,810.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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