+24.2%
LRCX vs IP
-0.2%
+24.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.8% | +7.4% | +8.0% |
| 7D | -16.2% | -5.1% | -11.1% | -15.1% |
| 30D | -39.2% | +8.5% | -47.7% | -40.2% |
| 3M | -34.4% | -13.8% | -20.5% | -32.0% |
| 6M | -32.4% | +5.7% | -38.2% | -34.8% |
| YTD | +17.4% | -9.1% | +26.6% | +18.3% |
| 1Y | +24.2% | -0.8% | +25.0% | +23.9% |
| All | +24.2% | -0.2% | +24.4% | +23.9% |
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