+3,549.0%
LRCX vs XBI
+160.4%
+3,388.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -3.1% | -4.6% | +1.6% | 0.0% |
| 30D | -8.6% | -2.0% | -6.6% | -7.9% |
| 3M | -17.7% | +17.8% | -35.5% | -26.4% |
| 6M | +36.4% | +23.7% | +12.6% | +18.3% |
| YTD | +74.5% | +28.2% | +46.3% | +47.7% |
| 1Y | +159.4% | +64.0% | +95.5% | +86.8% |
| 3Y | +361.6% | +99.4% | +262.2% | +185.8% |
| 5Y | +425.2% | +19.3% | +405.9% | +340.6% |
| All | +3,549.0% | +160.4% | +3,388.6% | +1,976.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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