+3,549.0%
LRCX vs XHB
+215.4%
+3,333.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -1.4% |
| 7D | -3.1% | -4.6% | +1.6% | +1.1% |
| 30D | -8.6% | -9.1% | +0.6% | -0.5% |
| 3M | -17.7% | -8.6% | -9.1% | -11.2% |
| 6M | +36.4% | -4.0% | +40.4% | +41.7% |
| YTD | +74.5% | -3.9% | +78.5% | +80.3% |
| 1Y | +159.4% | -16.5% | +175.9% | +202.6% |
| 3Y | +361.6% | +22.6% | +339.0% | +263.0% |
| 5Y | +425.2% | +33.9% | +391.3% | +278.9% |
| All | +3,549.0% | +215.4% | +3,333.6% | +1,122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling