+416.0%
LRCX vs XLI
+80.9%
+335.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -1.7% |
| 7D | -3.1% | -1.7% | -1.4% | -0.3% |
| 30D | -8.6% | -7.3% | -1.3% | +3.9% |
| 3M | -17.7% | -1.3% | -16.3% | -14.3% |
| 6M | +36.4% | +2.2% | +34.1% | +35.7% |
| YTD | +74.5% | +11.7% | +62.8% | +51.9% |
| 1Y | +159.4% | +14.3% | +145.2% | +119.6% |
| 3Y | +361.6% | +70.3% | +291.2% | +116.5% |
| All | +416.0% | +80.9% | +335.1% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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