+361.6%
LRCX vs XBI
+99.0%
+262.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -26.6% |
| 6M | +36.4% | +23.7% | +12.6% | +18.2% |
| YTD | +74.5% | +28.2% | +46.3% | +47.8% |
| 1Y | +159.4% | +64.0% | +95.5% | +88.9% |
| 3Y | +361.6% | +99.4% | +262.2% | +184.7% |
| All | +361.6% | +99.0% | +262.6% | +184.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling