+416.0%
LRCX vs XBI
+19.1%
+397.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -3.1% | -4.6% | +1.6% | -0.1% |
| 30D | -8.6% | -2.0% | -6.6% | -7.9% |
| 3M | -17.7% | +17.8% | -35.5% | -26.1% |
| 6M | +36.4% | +23.7% | +12.6% | +19.1% |
| YTD | +74.5% | +28.2% | +46.3% | +49.0% |
| 1Y | +159.4% | +64.0% | +95.5% | +90.4% |
| 3Y | +361.6% | +99.4% | +262.2% | +195.6% |
| All | +416.0% | +19.1% | +397.0% | +321.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling