+277.1%
LRCX vs IP
-13.5%
+290.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.9% |
| 7D | +12.7% | -0.3% | +13.0% | +12.9% |
| 30D | -21.3% | +7.9% | -29.2% | -23.6% |
| 3M | -32.9% | -15.3% | -17.6% | -28.6% |
| 6M | -23.4% | +10.5% | -33.9% | -27.8% |
| YTD | +32.4% | -9.4% | +41.8% | +33.1% |
| 1Y | +48.0% | -4.6% | +52.7% | +45.1% |
| 3Y | +243.9% | +21.2% | +222.7% | +170.5% |
| All | +277.1% | -13.5% | +290.6% | +253.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling