+424.9%
LRCX vs XOP
+156.4%
+268.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.9% | -5.7% |
| 7D | +1.8% | +1.6% | +0.2% | +1.2% |
| 30D | -4.3% | +9.6% | -13.9% | -7.5% |
| 3M | -7.3% | +16.9% | -24.3% | -13.0% |
| 6M | +38.6% | +24.0% | +14.5% | +24.5% |
| YTD | +74.4% | +56.2% | +18.2% | +40.1% |
| 1Y | +179.1% | +51.8% | +127.3% | +126.1% |
| 3Y | +357.7% | +37.0% | +320.7% | +280.1% |
| 5Y | +424.9% | +163.4% | +261.5% | +239.9% |
| All | +424.9% | +156.4% | +268.5% | +239.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling