+208.1%
LRCX vs IYR
+8.4%
+199.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.1% |
| 7D | +1.9% | -1.2% | +3.2% | +1.9% |
| 30D | +0.1% | -2.9% | +2.9% | 0.0% |
| 3M | -8.5% | +0.8% | -9.3% | -11.0% |
| 6M | +38.1% | +1.9% | +36.2% | +32.0% |
| YTD | +80.1% | +9.6% | +70.4% | +65.8% |
| 1Y | +208.1% | +8.1% | +200.0% | +182.7% |
| All | +208.1% | +8.4% | +199.7% | +182.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 1y: compounded portfolio wealth divided by compounded IYR 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…
1y analysis · Full analysis span regression · 6 months rolling