+42.8%
LRCX vs XLU
+0.7%
+42.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.5% | -4.1% |
| 7D | -12.8% | +2.6% | -15.4% | -13.0% |
| 30D | -36.0% | +9.1% | -45.1% | -37.4% |
| 3M | -30.2% | -0.4% | -29.8% | -29.4% |
| 6M | -14.2% | -4.7% | -9.6% | -11.2% |
| YTD | +29.7% | +4.3% | +25.5% | +22.0% |
| 1Y | +42.8% | +1.0% | +41.8% | +37.6% |
| All | +42.8% | +0.7% | +42.1% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 1y: compounded portfolio wealth divided by compounded XLU 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…
1y analysis · Full analysis span regression · 6 months rolling