+2,547.4%
LRCX vs SLB
-16.9%
+2,564.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.4% | +0.8% |
| 7D | -3.6% | -4.3% | +0.7% | -1.7% |
| 30D | -30.3% | +1.9% | -32.2% | -30.6% |
| 3M | -27.3% | -5.7% | -21.6% | -25.9% |
| 6M | -24.2% | -5.3% | -18.9% | -23.2% |
| YTD | +30.3% | +32.2% | -1.8% | +16.1% |
| 1Y | +34.3% | +38.5% | -4.2% | +17.2% |
| 3Y | +232.6% | +1.1% | +231.5% | +220.6% |
| 5Y | +286.2% | +70.3% | +215.9% | +187.3% |
| 10Y | +2,547.4% | -17.3% | +2,564.7% | +1,896.8% |
| All | +2,547.4% | -16.9% | +2,564.3% | +1,896.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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