+455.4%
LRCX vs ROIV
+251.1%
+204.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.8% |
| 7D | +1.9% | +0.6% | +1.3% | +1.8% |
| 30D | +0.1% | +1.0% | -0.9% | -0.1% |
| 3M | -8.5% | +18.3% | -26.8% | -11.0% |
| 6M | +38.1% | +18.3% | +19.7% | +34.0% |
| YTD | +80.1% | +61.0% | +19.1% | +65.1% |
| 1Y | +208.1% | +177.9% | +30.2% | +157.2% |
| 3Y | +350.2% | +199.1% | +151.2% | +265.8% |
| All | +455.4% | +251.1% | +204.3% | +283.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling