+6,015.0%
LRCX vs XRT
+537.3%
+5,477.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | +0.6% |
| 7D | +26.2% | -0.4% | +26.7% | +26.7% |
| 30D | -22.4% | +7.5% | -29.9% | -27.5% |
| 3M | -28.2% | +2.3% | -30.6% | -30.6% |
| 6M | -19.0% | +12.8% | -31.9% | -28.2% |
| YTD | +37.0% | +7.1% | +29.9% | +27.2% |
| 1Y | +45.5% | +12.3% | +33.2% | +29.9% |
| 3Y | +249.7% | +57.0% | +192.7% | +135.5% |
| 5Y | +293.9% | -4.3% | +298.2% | +294.4% |
| 10Y | +2,639.6% | +136.7% | +2,502.9% | +1,062.6% |
| All | +6,015.0% | +537.3% | +5,477.8% | +872.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling