+446.3%
LRCX vs IP
-17.2%
+463.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +2.9% | +4.2% |
| 7D | +1.9% | -5.3% | +7.2% | +4.1% |
| 30D | +0.1% | -10.9% | +10.9% | +4.5% |
| 3M | -8.5% | +11.2% | -19.7% | -13.5% |
| 6M | +38.1% | -10.2% | +48.3% | +41.4% |
| YTD | +80.1% | -2.0% | +82.1% | +76.2% |
| 1Y | +208.1% | -19.1% | +227.2% | +225.2% |
| 3Y | +350.2% | +20.9% | +329.4% | +267.8% |
| All | +446.3% | -17.2% | +463.5% | +427.5% |
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