+290,000.9%
LRCX vs HAL
+597.8%
+289,403.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.3% |
| 7D | +1.9% | +2.9% | -1.0% | +1.0% |
| 30D | +0.1% | +17.0% | -17.0% | -4.9% |
| 3M | -8.5% | -9.7% | +1.2% | -6.0% |
| 6M | +38.1% | +8.6% | +29.4% | +33.4% |
| YTD | +80.1% | +33.0% | +47.1% | +63.1% |
| 1Y | +208.1% | +68.3% | +139.7% | +158.1% |
| 3Y | +350.2% | +0.1% | +350.1% | +333.4% |
| 5Y | +430.7% | +102.6% | +328.0% | +293.8% |
| 10Y | +3,633.2% | +3.8% | +3,629.4% | +2,813.5% |
| All | +290,000.9% | +597.8% | +289,403.1% | +112,217.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling