+60,337.7%
LRCX vs XLP
+523.7%
+59,814.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.8% |
| 7D | +1.9% | -1.0% | +2.9% | +2.7% |
| 30D | +0.1% | -0.9% | +1.0% | +0.4% |
| 3M | -8.5% | +3.8% | -12.3% | -13.6% |
| 6M | +38.1% | -1.7% | +39.8% | +36.3% |
| YTD | +80.1% | +10.3% | +69.8% | +60.1% |
| 1Y | +208.1% | +7.8% | +200.3% | +177.2% |
| 3Y | +350.2% | +27.2% | +323.0% | +242.1% |
| 5Y | +430.7% | +32.5% | +398.1% | +291.9% |
| 10Y | +3,633.2% | +101.8% | +3,531.4% | +1,888.5% |
| All | +60,337.7% | +523.7% | +59,814.0% | +16,280.3% |
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