+478.4%
LRCX vs SLB
+128.1%
+350.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.4% |
| 7D | +10.4% | +0.4% | +10.0% | +10.2% |
| 30D | +2.9% | +13.6% | -10.7% | -1.7% |
| 3M | -1.2% | +1.5% | -2.7% | -2.3% |
| 6M | +60.9% | +23.0% | +37.8% | +49.3% |
| YTD | +87.5% | +51.2% | +36.3% | +62.4% |
| 1Y | +206.6% | +63.5% | +143.2% | +157.9% |
| 3Y | +392.1% | +2.5% | +389.6% | +360.8% |
| 5Y | +478.4% | +139.2% | +339.2% | +337.0% |
| All | +478.4% | +128.1% | +350.4% | +337.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling