+2,520.1%
LRCX vs XRT
+136.4%
+2,383.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.7% |
| 7D | +12.7% | +1.7% | +11.0% | +11.4% |
| 30D | -21.3% | +7.5% | -28.8% | -26.2% |
| 3M | -32.9% | +2.2% | -35.1% | -34.9% |
| 6M | -23.4% | +14.7% | -38.1% | -32.7% |
| YTD | +32.4% | +7.5% | +24.9% | +22.9% |
| 1Y | +48.0% | +14.1% | +33.9% | +30.9% |
| 3Y | +243.9% | +58.8% | +185.2% | +133.3% |
| 5Y | +280.6% | -3.9% | +284.5% | +275.3% |
| All | +2,520.1% | +136.4% | +2,383.7% | +934.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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