+61,946.6%
LRCX vs XLU
+630.6%
+61,316.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -0.6% |
| 7D | +9.5% | +0.6% | +8.9% | +9.1% |
| 30D | +3.1% | -0.4% | +3.5% | +3.4% |
| 3M | -3.4% | -1.7% | -1.7% | -2.6% |
| 6M | +49.7% | -7.1% | +56.8% | +56.3% |
| YTD | +84.9% | +1.9% | +82.9% | +81.0% |
| 1Y | +200.8% | +6.1% | +194.7% | +186.9% |
| 3Y | +385.1% | +48.8% | +336.3% | +256.8% |
| 5Y | +460.5% | +43.8% | +416.7% | +316.1% |
| 10Y | +3,866.3% | +143.2% | +3,723.1% | +1,878.5% |
| All | +61,946.6% | +630.6% | +61,316.0% | +11,838.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling