+3,549.0%
LRCX vs XPO
+1,516.3%
+2,032.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.1% | -5.7% | +2.6% | -0.5% |
| 30D | -8.6% | -12.8% | +4.3% | -2.6% |
| 3M | -17.7% | -20.0% | +2.3% | -9.0% |
| 6M | +36.4% | -6.0% | +42.4% | +40.3% |
| YTD | +74.5% | +34.0% | +40.5% | +52.3% |
| 1Y | +159.4% | +35.6% | +123.9% | +122.1% |
| 3Y | +361.6% | +152.3% | +209.3% | +181.0% |
| 5Y | +425.2% | +264.4% | +160.9% | +153.7% |
| All | +3,549.0% | +1,516.3% | +2,032.7% | +957.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling