+208.1%
LRCX vs XLE
+49.3%
+158.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +4.6% |
| 7D | +1.9% | +2.2% | -0.3% | +3.2% |
| 30D | +0.1% | +11.8% | -11.7% | +6.4% |
| 3M | -8.5% | +9.8% | -18.3% | -2.4% |
| 6M | +38.1% | +15.6% | +22.5% | +48.1% |
| YTD | +80.1% | +45.3% | +34.8% | +97.9% |
| 1Y | +208.1% | +48.3% | +159.8% | +236.0% |
| All | +208.1% | +49.3% | +158.8% | +236.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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