+159.4%
LRCX vs XLU
+3.1%
+156.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.1% | -1.6% | -1.5% | -2.3% |
| 30D | -8.6% | -3.3% | -5.2% | -7.1% |
| 3M | -17.7% | -3.2% | -14.5% | -17.2% |
| 6M | +36.4% | -7.0% | +43.3% | +41.2% |
| YTD | +74.5% | +0.6% | +73.9% | +65.2% |
| 1Y | +159.4% | +2.4% | +157.0% | +157.5% |
| All | +159.4% | +3.1% | +156.3% | +157.5% |
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