+208.1%
LRCX vs HCA
-0.5%
+208.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.0% |
| 7D | +1.9% | -3.1% | +5.0% | +1.4% |
| 30D | +0.1% | -1.1% | +1.2% | -0.1% |
| 3M | -8.5% | +12.2% | -20.6% | -9.1% |
| 6M | +38.1% | -25.3% | +63.4% | +52.6% |
| YTD | +80.1% | -12.9% | +93.0% | +92.6% |
| 1Y | +208.1% | -0.9% | +209.0% | +222.4% |
| All | +208.1% | -0.5% | +208.6% | +222.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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