+7,397.6%
LRCX vs XBI
+905.2%
+6,492.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -4.0% | -4.6% |
| 7D | +1.8% | -4.6% | +6.4% | +4.9% |
| 30D | -4.3% | -0.8% | -3.5% | -4.4% |
| 3M | -7.3% | +21.8% | -29.2% | -18.4% |
| 6M | +38.6% | +23.2% | +15.4% | +21.3% |
| YTD | +74.4% | +28.7% | +45.7% | +48.3% |
| 1Y | +179.1% | +67.8% | +111.3% | +100.9% |
| 3Y | +357.7% | +100.6% | +257.0% | +187.9% |
| 5Y | +424.9% | +19.8% | +405.1% | +340.1% |
| 10Y | +3,642.4% | +159.7% | +3,482.6% | +1,778.9% |
| All | +7,397.6% | +905.2% | +6,492.4% | +881.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling