+392.1%
LRCX vs HD
+3.5%
+388.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.3% | +6.4% | +5.3% |
| 7D | +10.4% | -1.2% | +11.6% | +11.0% |
| 30D | +2.9% | -11.1% | +14.1% | +9.2% |
| 3M | -1.2% | +2.0% | -3.2% | -4.0% |
| 6M | +60.9% | -10.5% | +71.3% | +68.6% |
| YTD | +87.5% | -6.9% | +94.4% | +91.4% |
| 1Y | +206.6% | -23.2% | +229.8% | +251.9% |
| 3Y | +392.1% | +3.1% | +389.0% | +370.1% |
| All | +392.1% | +3.5% | +388.6% | +370.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling