+22,692.6%
LRCX vs HIG
+987.6%
+21,705.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.6% |
| 7D | +9.5% | -0.5% | +10.0% | +9.6% |
| 30D | +3.1% | -2.8% | +5.9% | +3.7% |
| 3M | -3.4% | +6.3% | -9.7% | -5.5% |
| 6M | +49.7% | -0.1% | +49.8% | +48.1% |
| YTD | +84.9% | +0.4% | +84.4% | +82.4% |
| 1Y | +200.8% | +6.2% | +194.6% | +192.2% |
| 3Y | +385.1% | +101.6% | +283.4% | +297.5% |
| 5Y | +460.5% | +119.8% | +340.7% | +350.8% |
| 10Y | +3,866.3% | +311.7% | +3,554.5% | +2,593.9% |
| All | +22,692.6% | +987.6% | +21,705.0% | +9,322.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling