+274.3%
LRCX vs ROIV
+433.0%
-158.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +4.6% | +5.8% | +9.4% |
| 7D | -2.7% | +13.3% | -16.1% | -5.2% |
| 30D | -30.6% | +14.8% | -45.3% | -32.6% |
| 3M | -28.8% | +11.9% | -40.8% | -30.8% |
| 6M | -24.6% | +42.4% | -67.0% | -30.1% |
| YTD | +29.7% | +87.4% | -57.8% | +13.8% |
| 1Y | +39.5% | +97.2% | -57.7% | +21.1% |
| 3Y | +248.9% | +375.7% | -126.7% | +159.4% |
| 5Y | +274.3% | +379.0% | -104.7% | +136.3% |
| All | +274.3% | +433.0% | -158.7% | +136.3% |
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