+286.2%
LRCX vs SLB
+64.2%
+222.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.4% | +0.8% |
| 7D | -3.6% | -4.3% | +0.7% | -1.9% |
| 30D | -30.3% | +1.9% | -32.2% | -30.5% |
| 3M | -27.3% | -5.7% | -21.6% | -26.0% |
| 6M | -24.2% | -5.3% | -18.9% | -23.1% |
| YTD | +30.3% | +32.2% | -1.8% | +18.0% |
| 1Y | +34.3% | +38.5% | -4.2% | +19.4% |
| 3Y | +232.6% | +1.1% | +231.5% | +217.1% |
| 5Y | +286.2% | +70.3% | +215.9% | +228.4% |
| All | +286.2% | +64.2% | +222.0% | +228.4% |
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