+424.9%
LRCX vs HBM
+336.0%
+88.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -7.5% | +1.9% | -2.8% |
| 7D | +1.8% | -3.7% | +5.6% | +3.3% |
| 30D | -4.3% | -3.7% | -0.6% | -3.2% |
| 3M | -7.3% | +8.0% | -15.3% | -10.2% |
| 6M | +38.6% | +15.8% | +22.8% | +30.4% |
| YTD | +74.4% | +34.4% | +40.1% | +54.8% |
| 1Y | +179.1% | +98.2% | +81.0% | +116.5% |
| 3Y | +357.7% | +476.6% | -118.9% | +141.6% |
| 5Y | +424.9% | +331.1% | +93.8% | +187.0% |
| All | +424.9% | +336.0% | +88.9% | +187.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 5y: compounded portfolio wealth divided by compounded HBM 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…
5y analysis · Full analysis span regression · 6 months rolling