+3,546.5%
LRCX vs HDB
+32.9%
+3,513.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.6% | -5.1% |
| 7D | +1.8% | -6.2% | +8.0% | +4.9% |
| 30D | -4.3% | -6.2% | +1.9% | -1.6% |
| 3M | -7.3% | -5.9% | -1.5% | -5.7% |
| 6M | +38.6% | -25.9% | +64.5% | +58.1% |
| YTD | +74.4% | -40.2% | +114.7% | +120.0% |
| 1Y | +179.1% | -38.0% | +217.1% | +244.3% |
| 3Y | +357.7% | -30.5% | +388.2% | +416.1% |
| 5Y | +424.9% | -38.1% | +463.0% | +517.5% |
| All | +3,546.5% | +32.9% | +3,513.5% | +2,893.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling