+416.0%
LRCX vs HCA
+71.9%
+344.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | -3.1% | +5.4% | -8.5% | -4.6% |
| 30D | -8.6% | +3.0% | -11.5% | -9.5% |
| 3M | -17.7% | +13.0% | -30.7% | -22.1% |
| 6M | +36.4% | -20.3% | +56.6% | +47.2% |
| YTD | +74.5% | -8.2% | +82.8% | +77.8% |
| 1Y | +159.4% | +6.7% | +152.7% | +147.4% |
| 3Y | +361.6% | +60.4% | +301.2% | +252.9% |
| All | +416.0% | +71.9% | +344.1% | +252.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling