+7,961.4%
LRCX vs XHB
+167.3%
+7,794.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +5.9% |
| 7D | +10.4% | +0.2% | +10.2% | +10.2% |
| 30D | +2.9% | -9.1% | +12.0% | +9.9% |
| 3M | -1.2% | -2.3% | +1.1% | +0.3% |
| 6M | +60.9% | -4.1% | +65.0% | +66.4% |
| YTD | +87.5% | -1.7% | +89.2% | +90.1% |
| 1Y | +206.6% | -15.1% | +221.8% | +244.1% |
| 3Y | +392.1% | +26.8% | +365.3% | +308.5% |
| 5Y | +478.4% | +37.3% | +441.1% | +359.3% |
| 10Y | +3,821.0% | +205.7% | +3,615.3% | +1,748.6% |
| All | +7,961.4% | +167.3% | +7,794.2% | +3,028.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling