+10,094.0%
LRCX vs HDB
+4,259.4%
+5,834.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.8% | -3.5% |
| 7D | +12.7% | +2.7% | +10.0% | +11.6% |
| 30D | -21.3% | +14.1% | -35.4% | -25.5% |
| 3M | -32.9% | +11.8% | -44.7% | -36.2% |
| 6M | -23.4% | +8.2% | -31.6% | -26.6% |
| YTD | +32.4% | -29.3% | +61.7% | +48.9% |
| 1Y | +48.0% | -28.8% | +76.8% | +65.8% |
| 3Y | +243.9% | -7.5% | +251.4% | +240.1% |
| 5Y | +280.6% | -23.1% | +303.7% | +302.0% |
| 10Y | +2,547.5% | +63.7% | +2,483.8% | +1,946.2% |
| All | +10,094.0% | +4,259.4% | +5,834.7% | +2,501.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling