+159.4%
LRCX vs HD
-23.6%
+183.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | -3.1% | -3.8% | +0.8% | -2.1% |
| 30D | -8.6% | -9.4% | +0.9% | -6.2% |
| 3M | -17.7% | -4.6% | -13.1% | -17.7% |
| 6M | +36.4% | -10.1% | +46.4% | +36.7% |
| YTD | +74.5% | -8.3% | +82.9% | +75.9% |
| 1Y | +159.4% | -25.0% | +184.5% | +113.2% |
| All | +159.4% | -23.6% | +183.1% | +113.2% |
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