+2,520.1%
LRCX vs IOVA
+0.8%
+2,519.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.6% |
| 7D | +12.7% | -3.5% | +16.2% | +13.2% |
| 30D | -21.3% | -45.4% | +24.1% | -15.8% |
| 3M | -32.9% | +19.0% | -51.9% | -35.9% |
| 6M | -23.4% | +112.0% | -135.4% | -33.9% |
| YTD | +32.4% | +184.2% | -151.9% | +7.4% |
| 1Y | +48.0% | +222.0% | -174.0% | +17.4% |
| 3Y | +243.9% | +92.6% | +151.4% | +153.3% |
| 5Y | +280.6% | -63.2% | +343.8% | +229.1% |
| All | +2,520.1% | +0.8% | +2,519.3% | +1,768.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling