+208.1%
LRCX vs XLY
-0.5%
+208.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.5% | +6.7% |
| 7D | +1.9% | -2.0% | +3.9% | +4.3% |
| 30D | +0.1% | -3.1% | +3.2% | +3.5% |
| 3M | -8.5% | -1.8% | -6.7% | -6.9% |
| 6M | +38.1% | -0.9% | +38.9% | +38.8% |
| YTD | +80.1% | -3.4% | +83.4% | +87.2% |
| 1Y | +208.1% | -1.5% | +209.6% | +218.8% |
| All | +208.1% | -0.5% | +208.5% | +218.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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