+3,549.0%
LRCX vs XLU
+140.5%
+3,408.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -3.1% | -1.6% | -1.5% | -2.0% |
| 30D | -8.6% | -3.3% | -5.2% | -6.6% |
| 3M | -17.7% | -3.2% | -14.5% | -16.3% |
| 6M | +36.4% | -7.0% | +43.3% | +41.8% |
| YTD | +74.5% | +0.6% | +73.9% | +72.6% |
| 1Y | +159.4% | +2.4% | +157.0% | +154.0% |
| 3Y | +361.6% | +46.3% | +315.3% | +251.6% |
| 5Y | +425.2% | +44.0% | +381.3% | +298.8% |
| All | +3,549.0% | +140.5% | +3,408.6% | +2,093.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling