+45.5%
LRCX vs HAS
+58.8%
-13.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.2% | -0.7% |
| 7D | +26.2% | +1.6% | +24.6% | +26.1% |
| 30D | -22.4% | +26.6% | -49.0% | -23.7% |
| 3M | -28.2% | +29.0% | -57.2% | -29.7% |
| 6M | -19.0% | +30.6% | -49.6% | -22.3% |
| YTD | +37.0% | +51.5% | -14.5% | +17.2% |
| 1Y | +45.5% | +58.5% | -13.0% | +21.9% |
| All | +45.5% | +58.8% | -13.3% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling