+416.0%
LRCX vs XPO
+261.3%
+154.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.1% | -5.7% | +2.6% | -0.4% |
| 30D | -8.6% | -12.8% | +4.3% | -2.3% |
| 3M | -17.7% | -20.0% | +2.3% | -8.5% |
| 6M | +36.4% | -6.0% | +42.4% | +40.5% |
| YTD | +74.5% | +34.0% | +40.5% | +51.3% |
| 1Y | +159.4% | +35.6% | +123.9% | +120.3% |
| 3Y | +361.6% | +152.3% | +209.3% | +166.5% |
| All | +416.0% | +261.3% | +154.8% | +107.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling