+460.5%
LRCX vs HD
+6.0%
+454.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.7% |
| 7D | +9.5% | -1.8% | +11.4% | +10.8% |
| 30D | +3.1% | -10.8% | +13.9% | +10.8% |
| 3M | -3.4% | -2.7% | -0.7% | -3.2% |
| 6M | +49.7% | -10.3% | +60.0% | +58.7% |
| YTD | +84.9% | -7.8% | +92.7% | +91.5% |
| 1Y | +200.8% | -23.1% | +224.0% | +253.3% |
| 3Y | +385.1% | +2.0% | +383.1% | +347.1% |
| 5Y | +460.5% | +6.2% | +454.3% | +374.9% |
| All | +460.5% | +6.0% | +454.5% | +374.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling