+388.9%
LRCX vs XRT
+40.3%
+348.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.1% |
| 7D | +9.5% | -2.4% | +12.0% | +11.6% |
| 30D | +3.1% | -6.9% | +10.0% | +8.8% |
| 3M | -3.4% | -0.4% | -3.0% | -4.8% |
| 6M | +49.7% | +2.2% | +47.5% | +44.5% |
| YTD | +84.9% | -0.7% | +85.5% | +83.0% |
| 1Y | +200.8% | -2.0% | +202.8% | +201.2% |
| All | +388.9% | +40.3% | +348.5% | +275.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling