+61,946.6%
LRCX vs XLI
+1,097.3%
+60,849.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | +0.5% |
| 7D | +9.5% | -0.6% | +10.1% | +10.3% |
| 30D | +3.1% | -6.9% | +10.0% | +13.0% |
| 3M | -3.4% | -1.9% | -1.5% | +0.6% |
| 6M | +49.7% | +1.0% | +48.7% | +51.8% |
| YTD | +84.9% | +11.3% | +73.5% | +67.2% |
| 1Y | +200.8% | +15.8% | +185.0% | +161.1% |
| 3Y | +385.1% | +69.8% | +315.2% | +170.6% |
| 5Y | +460.5% | +80.9% | +379.6% | +199.5% |
| 10Y | +3,866.3% | +257.2% | +3,609.0% | +850.3% |
| All | +61,946.6% | +1,097.3% | +60,849.3% | +2,710.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling