+3,549.0%
LRCX vs XOP
+58.6%
+3,490.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | 0.0% |
| 7D | -3.1% | +2.6% | -5.7% | -4.0% |
| 30D | -8.6% | +9.6% | -18.2% | -11.6% |
| 3M | -17.7% | +20.4% | -38.0% | -23.5% |
| 6M | +36.4% | +19.9% | +16.4% | +24.9% |
| YTD | +74.5% | +56.4% | +18.1% | +43.3% |
| 1Y | +159.4% | +52.4% | +107.0% | +114.3% |
| 3Y | +361.6% | +39.9% | +321.7% | +290.4% |
| 5Y | +425.2% | +163.7% | +261.5% | +243.5% |
| All | +3,549.0% | +58.6% | +3,490.4% | +2,229.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling