+60,337.7%
LRCX vs XLE
+1,022.5%
+59,315.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.6% |
| 7D | +1.9% | +2.2% | -0.3% | +0.6% |
| 30D | +0.1% | +11.8% | -11.7% | -6.4% |
| 3M | -8.5% | +9.8% | -18.3% | -14.1% |
| 6M | +38.1% | +15.6% | +22.5% | +24.0% |
| YTD | +80.1% | +45.3% | +34.8% | +40.9% |
| 1Y | +208.1% | +48.3% | +159.8% | +136.8% |
| 3Y | +350.2% | +55.4% | +294.8% | +233.9% |
| 5Y | +430.7% | +216.1% | +214.6% | +148.2% |
| 10Y | +3,633.2% | +178.4% | +3,454.8% | +1,649.4% |
| All | +60,337.7% | +1,022.5% | +59,315.2% | +11,050.6% |
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