+416.0%
LRCX vs XLK
+146.9%
+269.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | -1.9% |
| 7D | -3.1% | +0.2% | -3.3% | -3.3% |
| 30D | -8.6% | -0.6% | -7.9% | -7.4% |
| 3M | -17.7% | +2.6% | -20.2% | -18.0% |
| 6M | +36.4% | +34.0% | +2.4% | -6.1% |
| YTD | +74.5% | +30.7% | +43.9% | +25.5% |
| 1Y | +159.4% | +39.2% | +120.3% | +72.9% |
| 3Y | +361.6% | +120.4% | +241.2% | +70.6% |
| All | +416.0% | +146.9% | +269.1% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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