+159.4%
LRCX vs HAL
+62.9%
+96.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -3.1% | -3.3% | +0.3% | -2.5% |
| 30D | -8.6% | +8.2% | -16.7% | -9.8% |
| 3M | -17.7% | -9.4% | -8.2% | -16.6% |
| 6M | +36.4% | +0.6% | +35.7% | +34.2% |
| YTD | +74.5% | +28.6% | +46.0% | +61.9% |
| 1Y | +159.4% | +63.9% | +95.6% | +133.5% |
| All | +159.4% | +62.9% | +96.6% | +133.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling