+45.5%
LRCX vs ROIV
+91.0%
-45.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.6% | +1.0% |
| 7D | +26.2% | +9.2% | +17.0% | +21.9% |
| 30D | -22.4% | +19.9% | -42.3% | -27.7% |
| 3M | -28.2% | +10.6% | -38.8% | -31.6% |
| 6M | -19.0% | +36.1% | -55.1% | -28.5% |
| YTD | +37.0% | +84.3% | -47.3% | +11.4% |
| 1Y | +45.5% | +87.6% | -42.1% | +17.7% |
| All | +45.5% | +91.0% | -45.5% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling