+3,546.5%
LRCX vs HD
+208.4%
+3,338.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.1% | -4.4% |
| 7D | +1.8% | -3.9% | +5.7% | +5.0% |
| 30D | -4.3% | -13.1% | +8.8% | +6.3% |
| 3M | -7.3% | -3.4% | -3.9% | -6.3% |
| 6M | +38.6% | -12.6% | +51.1% | +51.4% |
| YTD | +74.4% | -9.2% | +83.7% | +84.2% |
| 1Y | +179.1% | -23.9% | +203.0% | +237.0% |
| 3Y | +357.7% | +0.4% | +357.2% | +327.5% |
| 5Y | +424.9% | +4.5% | +420.3% | +364.5% |
| All | +3,546.5% | +208.4% | +3,338.1% | +1,524.4% |
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