+478.4%
LRCX vs XLE
+219.7%
+258.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.0% | +3.8% |
| 7D | +10.4% | 0.0% | +10.4% | +10.4% |
| 30D | +2.9% | +12.6% | -9.7% | -1.6% |
| 3M | -1.2% | +11.8% | -13.0% | -5.6% |
| 6M | +60.9% | +16.1% | +44.8% | +49.5% |
| YTD | +87.5% | +46.9% | +40.7% | +55.5% |
| 1Y | +206.6% | +53.3% | +153.4% | +147.9% |
| 3Y | +392.1% | +54.9% | +337.2% | +293.8% |
| 5Y | +478.4% | +225.7% | +252.7% | +258.7% |
| All | +478.4% | +219.7% | +258.7% | +258.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling