+3,549.0%
LRCX vs OXY
+7.5%
+3,541.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -3.1% | +2.8% | -5.9% | -3.7% |
| 30D | -8.6% | +5.5% | -14.0% | -9.7% |
| 3M | -17.7% | +11.3% | -29.0% | -20.2% |
| 6M | +36.4% | +11.6% | +24.8% | +30.2% |
| YTD | +74.5% | +51.6% | +23.0% | +53.3% |
| 1Y | +159.4% | +36.2% | +123.2% | +133.1% |
| 3Y | +361.6% | +1.7% | +359.9% | +341.2% |
| 5Y | +425.2% | +164.5% | +260.8% | +282.7% |
| All | +3,549.0% | +7.5% | +3,541.6% | +2,991.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling