+42.8%
LRCX vs HD
-3.1%
+45.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.5% | -10.6% | -4.4% |
| 7D | -12.8% | +11.9% | -24.7% | -13.6% |
| 30D | -36.0% | +26.4% | -62.4% | -38.6% |
| 3M | -30.2% | +2.8% | -33.1% | -28.8% |
| 6M | -14.2% | +15.5% | -29.7% | -17.6% |
| YTD | +29.7% | +5.5% | +24.2% | +29.1% |
| 1Y | +42.8% | -4.6% | +47.4% | +43.1% |
| All | +42.8% | -3.1% | +45.9% | +43.1% |
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