+3,549.0%
LRCX vs HALO
+979.6%
+2,569.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.1% | -2.7% | -0.4% | -2.3% |
| 30D | -8.6% | +5.3% | -13.9% | -10.0% |
| 3M | -17.7% | +51.6% | -69.2% | -27.9% |
| 6M | +36.4% | +61.3% | -24.9% | +17.1% |
| YTD | +74.5% | +59.3% | +15.3% | +50.1% |
| 1Y | +159.4% | +38.3% | +121.2% | +132.0% |
| 3Y | +361.6% | +185.9% | +175.7% | +210.5% |
| 5Y | +425.2% | +159.9% | +265.3% | +253.4% |
| All | +3,549.0% | +979.6% | +2,569.5% | +1,706.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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