+424.9%
LRCX vs XME
+167.8%
+257.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.7% | -1.9% | -2.9% |
| 7D | +1.8% | -3.0% | +4.9% | +4.3% |
| 30D | -4.3% | -2.6% | -1.7% | -2.7% |
| 3M | -7.3% | +2.2% | -9.5% | -8.4% |
| 6M | +38.6% | +0.7% | +37.9% | +38.9% |
| YTD | +74.4% | +10.9% | +63.5% | +63.0% |
| 1Y | +179.1% | +35.7% | +143.4% | +125.3% |
| 3Y | +357.7% | +127.1% | +230.6% | +157.6% |
| 5Y | +424.9% | +168.5% | +256.4% | +172.2% |
| All | +424.9% | +167.8% | +257.1% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 5y: compounded portfolio wealth divided by compounded XME 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…
5y analysis · Full analysis span regression · 6 months rolling