+3,546.5%
LRCX vs XLE
+181.6%
+3,364.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.1% | -5.3% |
| 7D | +1.8% | +0.5% | +1.3% | +1.6% |
| 30D | -4.3% | +6.6% | -10.9% | -7.6% |
| 3M | -7.3% | +12.3% | -19.6% | -13.6% |
| 6M | +38.6% | +18.4% | +20.2% | +23.8% |
| YTD | +74.4% | +47.2% | +27.2% | +37.1% |
| 1Y | +179.1% | +50.3% | +128.8% | +115.8% |
| 3Y | +357.7% | +55.3% | +302.4% | +244.4% |
| 5Y | +424.9% | +226.0% | +198.9% | +145.1% |
| All | +3,546.5% | +181.6% | +3,364.8% | +1,605.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling