+159.4%
LRCX vs XHB
-14.9%
+174.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -1.3% |
| 7D | -3.1% | -4.6% | +1.6% | +0.8% |
| 30D | -8.6% | -9.1% | +0.6% | -1.0% |
| 3M | -17.7% | -8.6% | -9.1% | -11.4% |
| 6M | +36.4% | -4.0% | +40.4% | +39.8% |
| YTD | +74.5% | -3.9% | +78.5% | +78.4% |
| 1Y | +159.4% | -16.5% | +175.9% | +201.6% |
| All | +159.4% | -14.9% | +174.3% | +201.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling