+361.3%
LRCX vs XPO
+151.2%
+210.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.2% |
| 7D | +1.8% | -1.3% | +3.2% | +2.4% |
| 30D | -4.3% | -10.4% | +6.1% | +0.3% |
| 3M | -7.3% | -15.7% | +8.4% | -0.3% |
| 6M | +38.6% | -6.3% | +44.9% | +42.7% |
| YTD | +74.4% | +34.2% | +40.3% | +55.9% |
| 1Y | +179.1% | +39.9% | +139.2% | +142.5% |
| All | +361.3% | +151.2% | +210.1% | +231.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling