+274.3%
LRCX vs IVV
+72.0%
+202.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.4% | +8.1% | +5.6% |
| 7D | -2.7% | +0.1% | -2.8% | -1.8% |
| 30D | -30.6% | -3.3% | -27.3% | -24.4% |
| 3M | -28.8% | -2.4% | -26.5% | -23.9% |
| 6M | -24.6% | +2.6% | -27.2% | -25.3% |
| YTD | +29.7% | +11.3% | +18.4% | +12.1% |
| 1Y | +39.5% | +13.4% | +26.1% | +17.1% |
| 3Y | +248.9% | +80.3% | +168.6% | +35.9% |
| 5Y | +274.3% | +72.7% | +201.6% | +65.0% |
| All | +274.3% | +72.0% | +202.4% | +65.0% |
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