+478.4%
LRCX vs IVV
+82.2%
+396.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +5.4% |
| 7D | +10.4% | +0.5% | +9.9% | +9.2% |
| 30D | +2.9% | -1.0% | +3.9% | +4.9% |
| 3M | -1.2% | +3.9% | -5.0% | -6.7% |
| 6M | +60.9% | +14.5% | +46.4% | +28.2% |
| YTD | +87.5% | +12.9% | +74.6% | +54.7% |
| 1Y | +206.6% | +19.4% | +187.3% | +131.5% |
| 3Y | +392.1% | +78.8% | +313.3% | +91.4% |
| 5Y | +478.4% | +82.2% | +396.2% | +131.1% |
| All | +478.4% | +82.2% | +396.2% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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