+11,838.3%
LRCX vs IVV
+764.0%
+11,074.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.8% |
| 7D | +1.9% | +0.1% | +1.8% | +1.7% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | -8.5% | +2.0% | -10.5% | -9.7% |
| 6M | +38.1% | +13.0% | +25.0% | +17.1% |
| YTD | +80.1% | +13.6% | +66.5% | +52.5% |
| 1Y | +208.1% | +20.1% | +188.0% | +141.8% |
| 3Y | +350.2% | +77.6% | +272.6% | +101.1% |
| 5Y | +430.7% | +82.5% | +348.2% | +139.5% |
| 10Y | +3,633.2% | +316.5% | +3,316.7% | +416.8% |
| All | +11,838.3% | +764.0% | +11,074.3% | +639.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling