+277.1%
LRCX vs HD
+5.7%
+271.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | +12.7% | +1.5% | +11.2% | +11.8% |
| 30D | -21.3% | +18.0% | -39.3% | -29.7% |
| 3M | -32.9% | +2.8% | -35.7% | -34.7% |
| 6M | -23.4% | +17.0% | -40.4% | -32.8% |
| YTD | +32.4% | +3.5% | +28.8% | +26.1% |
| 1Y | +48.0% | -2.6% | +50.6% | +46.6% |
| 3Y | +243.9% | +30.7% | +213.2% | +161.2% |
| All | +277.1% | +5.7% | +271.4% | +226.8% |
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