+290,000.9%
LRCX vs HD
+31,989.8%
+258,011.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.6% |
| 7D | +1.9% | -2.1% | +4.0% | +3.2% |
| 30D | +0.1% | -8.4% | +8.5% | +5.0% |
| 3M | -8.5% | +4.3% | -12.8% | -11.7% |
| 6M | +38.1% | -11.1% | +49.2% | +46.5% |
| YTD | +80.1% | -4.7% | +84.7% | +83.0% |
| 1Y | +208.1% | -19.8% | +227.9% | +243.9% |
| 3Y | +350.2% | +4.1% | +346.1% | +328.4% |
| 5Y | +430.7% | +10.3% | +420.4% | +388.6% |
| 10Y | +3,633.2% | +203.2% | +3,430.1% | +1,897.8% |
| All | +290,000.9% | +31,989.8% | +258,011.1% | +12,716.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling