+297,723.7%
LRCX vs OXY
+1,393.8%
+296,329.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.7% |
| 7D | +9.5% | +0.6% | +8.9% | +9.3% |
| 30D | +3.1% | +4.5% | -1.4% | +1.6% |
| 3M | -3.4% | +8.9% | -12.3% | -6.7% |
| 6M | +49.7% | +12.5% | +37.2% | +40.8% |
| YTD | +84.9% | +50.5% | +34.4% | +58.1% |
| 1Y | +200.8% | +38.6% | +162.2% | +162.1% |
| 3Y | +385.1% | -1.2% | +386.3% | +362.9% |
| 5Y | +460.5% | +161.6% | +298.9% | +275.8% |
| 10Y | +3,866.3% | +5.3% | +3,861.0% | +2,764.5% |
| All | +297,723.7% | +1,393.8% | +296,329.9% | +121,948.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling