+44,329.0%
LRCX vs XLE
+1,045.0%
+43,284.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.3% | -3.9% |
| 7D | +12.7% | +5.4% | +7.3% | +9.4% |
| 30D | -21.3% | -3.9% | -17.3% | -19.3% |
| 3M | -32.9% | +7.0% | -39.9% | -35.6% |
| 6M | -23.4% | +14.2% | -37.6% | -30.1% |
| YTD | +32.4% | +48.2% | -15.8% | +2.2% |
| 1Y | +48.0% | +47.7% | +0.3% | +14.2% |
| 3Y | +243.9% | +70.0% | +173.9% | +142.7% |
| 5Y | +280.6% | +169.1% | +111.5% | +96.5% |
| 10Y | +2,547.5% | +180.7% | +2,366.8% | +1,135.4% |
| All | +44,329.0% | +1,045.0% | +43,284.0% | +7,993.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling