+17,063.7%
LRCX vs HBM
+649.7%
+16,414.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +9.5% | +5.5% | +4.0% | +8.0% |
| 30D | +3.1% | +3.3% | -0.2% | +2.0% |
| 3M | -3.4% | +12.7% | -16.0% | -6.4% |
| 6M | +49.7% | +28.2% | +21.5% | +39.9% |
| YTD | +84.9% | +45.3% | +39.5% | +66.5% |
| 1Y | +200.8% | +121.7% | +79.1% | +143.0% |
| 3Y | +385.1% | +523.5% | -138.5% | +195.5% |
| 5Y | +460.5% | +393.9% | +66.6% | +243.6% |
| 10Y | +3,866.3% | +647.9% | +3,218.4% | +1,787.0% |
| All | +17,063.7% | +649.7% | +16,414.0% | +5,705.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling