+416.0%
LRCX vs XEL
+29.8%
+386.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -8.6% | -3.9% | -4.6% | -8.4% |
| 3M | -17.7% | -2.8% | -14.9% | -17.7% |
| 6M | +36.4% | -5.4% | +41.7% | +36.5% |
| YTD | +74.5% | +3.8% | +70.8% | +74.0% |
| 1Y | +159.4% | +6.8% | +152.6% | +157.9% |
| 3Y | +361.6% | +45.6% | +316.0% | +342.6% |
| All | +416.0% | +29.8% | +386.2% | +411.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling