+42.8%
LRCX vs OXY
+45.4%
-2.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.1% | +1.1% | -6.4% |
| 7D | -12.8% | -8.8% | -4.0% | -16.5% |
| 30D | -36.0% | -1.7% | -34.3% | -36.2% |
| 3M | -30.2% | +4.5% | -34.8% | -27.7% |
| 6M | -14.2% | -4.0% | -10.2% | -13.3% |
| YTD | +29.7% | +41.4% | -11.6% | +50.2% |
| 1Y | +42.8% | +45.9% | -3.1% | +71.2% |
| All | +42.8% | +45.4% | -2.6% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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