+6,345.2%
LRCX vs IOVA
-92.6%
+6,437.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.4% |
| 7D | +12.7% | -3.5% | +16.2% | +12.9% |
| 30D | -21.3% | -45.4% | +24.1% | -19.8% |
| 3M | -32.9% | +19.0% | -51.9% | -33.6% |
| 6M | -23.4% | +112.0% | -135.4% | -26.1% |
| YTD | +32.4% | +184.2% | -151.9% | +25.8% |
| 1Y | +48.0% | +222.0% | -174.0% | +39.9% |
| 3Y | +243.9% | +92.6% | +151.4% | +222.4% |
| 5Y | +280.6% | -63.2% | +343.8% | +267.1% |
| 10Y | +2,547.5% | +2.1% | +2,545.4% | +2,394.4% |
| All | +6,345.2% | -92.6% | +6,437.8% | +5,677.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling