+280,910.8%
LRCX vs XOM
+4,430.4%
+276,480.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.3% | -5.9% |
| 7D | +1.8% | +1.9% | 0.0% | +0.9% |
| 30D | -4.3% | +4.1% | -8.4% | -6.3% |
| 3M | -7.3% | +10.4% | -17.7% | -12.5% |
| 6M | +38.6% | +13.0% | +25.5% | +27.3% |
| YTD | +74.4% | +40.1% | +34.4% | +44.0% |
| 1Y | +179.1% | +51.1% | +128.0% | +121.0% |
| 3Y | +357.7% | +57.7% | +300.0% | +248.0% |
| 5Y | +424.9% | +264.7% | +160.1% | +153.2% |
| 10Y | +3,642.4% | +193.1% | +3,449.3% | +1,811.5% |
| All | +280,910.8% | +4,430.4% | +276,480.4% | +57,542.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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