+42.8%
LRCX vs XEL
+1.7%
+41.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.2% | -6.2% | -3.5% |
| 7D | -12.8% | +4.3% | -17.1% | -12.0% |
| 30D | -36.0% | +12.6% | -48.6% | -35.2% |
| 3M | -30.2% | +4.4% | -34.6% | -29.5% |
| 6M | -14.2% | +0.7% | -14.9% | -13.2% |
| YTD | +29.7% | +11.5% | +18.2% | +30.5% |
| 1Y | +42.8% | +1.7% | +41.1% | +39.7% |
| All | +42.8% | +1.7% | +41.1% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 1y: compounded portfolio wealth divided by compounded XEL 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…
1y analysis · Full analysis span regression · 6 months rolling