+7,938.7%
LRCX vs XRT
+514.3%
+7,424.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.3% |
| 7D | +1.9% | +0.8% | +1.1% | +1.3% |
| 30D | +0.1% | -4.2% | +4.3% | +3.3% |
| 3M | -8.5% | +5.1% | -13.6% | -13.1% |
| 6M | +38.1% | +2.4% | +35.6% | +34.4% |
| YTD | +80.1% | +3.2% | +76.9% | +74.2% |
| 1Y | +208.1% | +1.5% | +206.5% | +202.1% |
| 3Y | +350.2% | +40.6% | +309.7% | +235.0% |
| 5Y | +430.7% | -1.0% | +431.7% | +420.7% |
| 10Y | +3,633.2% | +128.4% | +3,504.8% | +1,546.6% |
| All | +7,938.7% | +514.3% | +7,424.4% | +1,232.3% |
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