+42.8%
LRCX vs HIG
+12.7%
+30.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.4% | -6.4% | -1.4% |
| 7D | -12.8% | +6.2% | -19.0% | -6.7% |
| 30D | -36.0% | +9.4% | -45.4% | -29.2% |
| 3M | -30.2% | -2.3% | -27.9% | -30.7% |
| 6M | -14.2% | +4.2% | -18.4% | -7.7% |
| YTD | +29.7% | +1.6% | +28.2% | +40.2% |
| 1Y | +42.8% | +9.9% | +32.9% | +61.7% |
| All | +42.8% | +12.7% | +30.1% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling