+8,667.6%
LRCX vs IOVA
-91.6%
+8,759.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +5.1% |
| 7D | +1.9% | +9.7% | -7.8% | +1.6% |
| 30D | +0.1% | +102.5% | -102.5% | -2.7% |
| 3M | -8.5% | +100.7% | -109.2% | -11.1% |
| 6M | +38.1% | +106.3% | -68.3% | +33.5% |
| YTD | +80.1% | +222.0% | -141.9% | +71.1% |
| 1Y | +208.1% | +299.5% | -91.5% | +189.5% |
| 3Y | +350.2% | +42.9% | +307.3% | +326.4% |
| 5Y | +430.7% | -65.0% | +495.7% | +413.7% |
| 10Y | +3,633.2% | +10.3% | +3,622.9% | +3,417.7% |
| All | +8,667.6% | -91.6% | +8,759.2% | +7,757.8% |
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