+8,152.7%
LRCX vs XME
+244.0%
+7,908.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | +9.5% | -0.2% | +9.8% | +9.7% |
| 30D | +3.1% | +1.4% | +1.7% | +2.1% |
| 3M | -3.4% | +2.7% | -6.1% | -4.3% |
| 6M | +49.7% | +6.5% | +43.2% | +46.1% |
| YTD | +84.9% | +15.2% | +69.7% | +72.9% |
| 1Y | +200.8% | +43.5% | +157.3% | +149.2% |
| 3Y | +385.1% | +135.9% | +249.2% | +208.3% |
| 5Y | +460.5% | +181.5% | +279.0% | +219.7% |
| 10Y | +3,866.3% | +436.9% | +3,429.4% | +1,458.2% |
| All | +8,152.7% | +244.0% | +7,908.7% | +2,915.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling