+3,866.3%
LRCX vs HAS
+54.3%
+3,812.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.8% |
| 7D | +9.5% | -4.8% | +14.4% | +11.9% |
| 30D | +3.1% | -5.1% | +8.2% | +5.4% |
| 3M | -3.4% | +6.4% | -9.8% | -6.8% |
| 6M | +49.7% | -5.6% | +55.3% | +51.1% |
| YTD | +84.9% | +11.0% | +73.9% | +72.1% |
| 1Y | +200.8% | +16.8% | +184.0% | +173.5% |
| 3Y | +385.1% | +44.0% | +341.0% | +287.7% |
| 5Y | +460.5% | +11.0% | +449.5% | +400.9% |
| 10Y | +3,866.3% | +56.0% | +3,810.3% | +2,832.1% |
| All | +3,866.3% | +54.3% | +3,812.0% | +2,832.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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