+14,578.5%
LRCX vs XPO
+10,152.6%
+4,425.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.7% | +4.5% |
| 7D | +10.4% | +2.7% | +7.7% | +9.8% |
| 30D | +2.9% | -6.2% | +9.1% | +4.3% |
| 3M | -1.2% | -15.4% | +14.2% | +2.4% |
| 6M | +60.9% | +0.7% | +60.1% | +61.0% |
| YTD | +87.5% | +39.8% | +47.7% | +75.6% |
| 1Y | +206.6% | +43.3% | +163.3% | +184.4% |
| 3Y | +392.1% | +166.0% | +226.0% | +300.7% |
| 5Y | +478.4% | +274.2% | +204.3% | +335.7% |
| 10Y | +3,821.0% | +1,429.0% | +2,392.0% | +2,361.0% |
| All | +14,578.5% | +10,152.6% | +4,425.9% | +7,540.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling