+208.1%
LRCX vs IOVA
+299.5%
-91.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +5.1% |
| 7D | +1.9% | +9.7% | -7.8% | +1.5% |
| 30D | +0.1% | +102.5% | -102.5% | -3.6% |
| 3M | -8.5% | +100.7% | -109.2% | -11.7% |
| 6M | +38.1% | +106.3% | -68.3% | +31.5% |
| YTD | +80.1% | +222.0% | -141.9% | +68.8% |
| 1Y | +208.1% | +299.5% | -91.5% | +191.9% |
| All | +208.1% | +299.5% | -91.5% | +191.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling