+42.8%
LRCX vs HL
+22.6%
+20.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +13.2% | -17.2% | -8.4% |
| 7D | -12.8% | +0.2% | -13.0% | -13.1% |
| 30D | -36.0% | -12.1% | -23.9% | -33.3% |
| 3M | -30.2% | -2.8% | -27.4% | -31.2% |
| 6M | -14.2% | -14.9% | +0.7% | -12.4% |
| YTD | +29.7% | -22.0% | +51.8% | +29.3% |
| 1Y | +42.8% | +25.0% | +17.8% | +18.5% |
| All | +42.8% | +22.6% | +20.2% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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