+208.1%
LRCX vs OXY
+32.4%
+175.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.1% | +4.7% |
| 7D | +1.9% | +1.6% | +0.3% | +2.7% |
| 30D | +0.1% | +11.6% | -11.5% | +5.2% |
| 3M | -8.5% | +2.8% | -11.3% | -5.8% |
| 6M | +38.1% | +13.0% | +25.0% | +44.6% |
| YTD | +80.1% | +47.4% | +32.7% | +95.2% |
| 1Y | +208.1% | +31.5% | +176.6% | +239.5% |
| All | +208.1% | +32.4% | +175.7% | +239.5% |
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