+424.9%
LRCX vs IOVA
-66.4%
+491.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.4% | -2.2% | -5.3% |
| 7D | +1.8% | -6.4% | +8.3% | +2.5% |
| 30D | -4.3% | +25.4% | -29.7% | -6.8% |
| 3M | -7.3% | +115.3% | -122.7% | -15.9% |
| 6M | +38.6% | +56.5% | -18.0% | +29.0% |
| YTD | +74.4% | +198.2% | -123.7% | +49.6% |
| 1Y | +179.1% | +242.0% | -62.9% | +133.0% |
| 3Y | +357.7% | +36.8% | +320.9% | +281.2% |
| 5Y | +424.9% | -64.3% | +489.1% | +373.9% |
| All | +424.9% | -66.4% | +491.3% | +373.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling