+374.9%
LRCX vs IOT
+55.2%
+319.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.7% | +2.3% | -0.7% |
| 7D | +9.5% | +5.1% | +4.5% | +8.5% |
| 30D | +3.1% | -3.0% | +6.1% | +3.6% |
| 3M | -3.4% | +15.0% | -18.4% | -7.6% |
| 6M | +49.7% | +13.1% | +36.5% | +41.6% |
| YTD | +84.9% | +9.0% | +75.8% | +73.6% |
| 1Y | +200.8% | +0.1% | +200.7% | +188.0% |
| 3Y | +385.1% | +26.4% | +358.6% | +315.0% |
| All | +374.9% | +55.2% | +319.7% | +236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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