+478.4%
LRCX vs ROIV
+316.9%
+161.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +18.8% | -14.6% | +0.4% |
| 7D | +10.4% | +20.2% | -9.7% | +6.2% |
| 30D | +2.9% | +14.1% | -11.2% | 0.0% |
| 3M | -1.2% | +45.6% | -46.8% | -8.0% |
| 6M | +60.9% | +44.1% | +16.7% | +49.8% |
| YTD | +87.5% | +91.2% | -3.6% | +65.8% |
| 1Y | +206.6% | +221.3% | -14.7% | +148.0% |
| 3Y | +392.1% | +229.2% | +162.9% | +289.6% |
| 5Y | +478.4% | +316.5% | +162.0% | +285.5% |
| All | +478.4% | +316.9% | +161.5% | +285.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROIV 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling