+58,443.9%
LRCX vs XLK
+1,438.0%
+57,005.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.2% | -3.7% |
| 7D | +1.8% | -0.4% | +2.2% | +2.5% |
| 30D | -4.3% | -0.5% | -3.8% | -3.3% |
| 3M | -7.3% | +5.0% | -12.3% | -10.0% |
| 6M | +38.6% | +32.9% | +5.7% | -1.9% |
| YTD | +74.4% | +29.0% | +45.5% | +29.8% |
| 1Y | +179.1% | +37.8% | +141.3% | +91.8% |
| 3Y | +357.7% | +118.7% | +239.0% | +73.3% |
| 5Y | +424.9% | +145.6% | +279.3% | +75.2% |
| 10Y | +3,642.4% | +791.5% | +2,850.9% | +123.0% |
| All | +58,443.9% | +1,438.0% | +57,005.9% | +2,020.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling