+179.1%
LRCX vs XRT
-2.3%
+181.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.8% | -4.9% | -5.1% |
| 7D | +1.8% | -3.6% | +5.4% | +4.5% |
| 30D | -4.3% | -6.7% | +2.4% | +0.4% |
| 3M | -7.3% | -1.4% | -5.9% | -9.3% |
| 6M | +38.6% | +1.7% | +36.9% | +30.7% |
| YTD | +74.4% | -1.5% | +75.9% | +69.5% |
| 1Y | +179.1% | -2.5% | +181.6% | +179.7% |
| All | +179.1% | -2.3% | +181.5% | +179.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling