+536.2%
LRCX vs ROIV
+232.7%
+303.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.1% |
| 6M | +38.1% | +18.3% | +19.7% | +33.9% |
| YTD | +80.1% | +61.0% | +19.1% | +64.9% |
| 1Y | +208.1% | +177.9% | +30.2% | +156.7% |
| 3Y | +350.2% | +199.1% | +151.2% | +264.9% |
| 5Y | +430.7% | +250.7% | +180.0% | +286.7% |
| All | +536.2% | +232.7% | +303.5% | +380.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling