+42.8%
LRCX vs XPO
+38.8%
+4.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.3% |
| 7D | -12.8% | +3.5% | -16.3% | -14.3% |
| 30D | -36.0% | +2.8% | -38.8% | -37.2% |
| 3M | -30.2% | -7.5% | -22.7% | -27.6% |
| 6M | -14.2% | -5.9% | -8.3% | -11.3% |
| YTD | +29.7% | +38.4% | -8.6% | +19.7% |
| 1Y | +42.8% | +33.7% | +9.1% | +32.0% |
| All | +42.8% | +38.8% | +4.0% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 1y: compounded portfolio wealth divided by compounded XPO 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…
1y analysis · Full analysis span regression · 6 months rolling