-19.0%
LRCX vs XLE
+12.9%
-31.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -0.6% |
| 7D | +26.2% | +4.4% | +21.9% | +27.4% |
| 30D | -22.4% | -4.3% | -18.1% | -24.0% |
| 3M | -28.2% | +6.0% | -34.3% | -23.8% |
| 6M | -19.0% | +13.2% | -32.2% | -6.7% |
| All | -19.0% | +12.9% | -31.9% | -6.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling