+7,768.8%
LRCX vs USO
-71.0%
+7,839.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.6% | -11.3% | -6.7% |
| 7D | +1.8% | +11.5% | -9.6% | -0.4% |
| 30D | -4.3% | +24.1% | -28.4% | -8.4% |
| 3M | -7.3% | +17.9% | -25.3% | -11.1% |
| 6M | +38.6% | +49.6% | -11.1% | +23.1% |
| YTD | +74.4% | +129.0% | -54.6% | +39.0% |
| 1Y | +179.1% | +112.0% | +67.1% | +125.7% |
| 3Y | +357.7% | +102.3% | +255.4% | +268.2% |
| 5Y | +424.9% | +224.5% | +200.3% | +261.6% |
| 10Y | +3,642.4% | +86.9% | +3,555.4% | +2,645.8% |
| All | +7,768.8% | -71.0% | +7,839.8% | +7,731.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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