+297,723.7%
LRCX vs XEL
+1,947.0%
+295,776.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +9.5% | +0.9% | +8.6% | +9.2% |
| 30D | +3.1% | -0.9% | +4.0% | +3.3% |
| 3M | -3.4% | -1.4% | -2.0% | -3.2% |
| 6M | +49.7% | -5.8% | +55.5% | +51.8% |
| YTD | +84.9% | +4.7% | +80.2% | +81.0% |
| 1Y | +200.8% | +9.1% | +191.8% | +189.8% |
| 3Y | +385.1% | +47.8% | +337.2% | +311.3% |
| 5Y | +460.5% | +29.0% | +431.5% | +393.2% |
| 10Y | +3,866.3% | +154.0% | +3,712.3% | +2,681.5% |
| All | +297,723.7% | +1,947.0% | +295,776.7% | +72,833.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling