+2,611.3%
LRCX vs HD
+240.6%
+2,370.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.2% |
| 7D | +26.2% | -0.5% | +26.7% | +26.7% |
| 30D | -22.4% | +18.5% | -40.8% | -32.8% |
| 3M | -28.2% | +2.2% | -30.4% | -30.8% |
| 6M | -19.0% | +13.8% | -32.9% | -29.5% |
| YTD | +37.0% | +3.4% | +33.6% | +28.5% |
| 1Y | +45.5% | -3.5% | +49.0% | +43.5% |
| 3Y | +249.7% | +29.0% | +220.7% | +161.1% |
| 5Y | +293.9% | +6.1% | +287.8% | +243.2% |
| All | +2,611.3% | +240.6% | +2,370.7% | +1,005.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling