+3,549.0%
LRCX vs HAL
+4.5%
+3,544.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | -3.1% | -3.3% | +0.3% | -1.9% |
| 30D | -8.6% | +8.2% | -16.7% | -11.2% |
| 3M | -17.7% | -9.4% | -8.2% | -15.4% |
| 6M | +36.4% | +0.6% | +35.7% | +34.4% |
| YTD | +74.5% | +28.6% | +46.0% | +57.6% |
| 1Y | +159.4% | +63.9% | +95.6% | +113.9% |
| 3Y | +361.6% | -7.1% | +368.7% | +350.4% |
| 5Y | +425.2% | +102.3% | +322.9% | +267.4% |
| All | +3,549.0% | +4.5% | +3,544.5% | +2,277.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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