+8,272.4%
LRCX vs XOP
+86.0%
+8,186.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.5% |
| 7D | +10.4% | +0.6% | +9.8% | +10.1% |
| 30D | +2.9% | +16.5% | -13.6% | -3.6% |
| 3M | -1.2% | +15.7% | -16.9% | -7.8% |
| 6M | +60.9% | +19.2% | +41.7% | +45.7% |
| YTD | +87.5% | +55.0% | +32.6% | +50.9% |
| 1Y | +206.6% | +54.2% | +152.5% | +146.2% |
| 3Y | +392.1% | +35.9% | +356.2% | +313.4% |
| 5Y | +478.4% | +162.4% | +316.0% | +253.7% |
| 10Y | +3,821.0% | +50.2% | +3,770.8% | +2,478.0% |
| All | +8,272.4% | +86.0% | +8,186.4% | +3,831.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling