+208.1%
LRCX vs HD
-19.2%
+227.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.8% |
| 7D | +1.9% | -2.1% | +4.0% | +2.5% |
| 30D | +0.1% | -8.4% | +8.5% | +2.7% |
| 3M | -8.5% | +4.3% | -12.8% | -11.6% |
| 6M | +38.1% | -11.1% | +49.2% | +38.9% |
| YTD | +80.1% | -4.7% | +84.7% | +79.5% |
| 1Y | +208.1% | -19.8% | +227.9% | +214.2% |
| All | +208.1% | -19.2% | +227.2% | +214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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