+43,634.8%
LRCX vs XLP
+575.6%
+43,059.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -3.6% | +2.3% | -5.9% | -5.5% |
| 30D | -30.3% | +9.1% | -39.4% | -35.7% |
| 3M | -27.3% | +7.9% | -35.2% | -32.9% |
| 6M | -24.2% | +9.6% | -33.8% | -32.6% |
| YTD | +30.3% | +19.4% | +10.9% | +7.1% |
| 1Y | +34.3% | +22.4% | +11.9% | +7.6% |
| 3Y | +232.6% | +43.2% | +189.5% | +125.5% |
| 5Y | +286.2% | +42.6% | +243.6% | +165.2% |
| 10Y | +2,547.4% | +135.4% | +2,412.0% | +1,128.3% |
| All | +43,634.8% | +575.6% | +43,059.2% | +10,852.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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