+42.8%
LRCX vs IP
+2.3%
+40.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.5% | -4.3% |
| 7D | -12.8% | +3.4% | -16.2% | -13.5% |
| 30D | -36.0% | +11.2% | -47.2% | -37.5% |
| 3M | -30.2% | -14.8% | -15.5% | -27.7% |
| 6M | -14.2% | +17.3% | -31.5% | -19.0% |
| YTD | +29.7% | -6.2% | +35.9% | +29.7% |
| 1Y | +42.8% | +2.3% | +40.5% | +42.3% |
| All | +42.8% | +2.3% | +40.5% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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