+3,549.0%
LRCX vs HL
+273.7%
+3,275.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | -3.1% | -4.4% | +1.3% | -2.2% |
| 30D | -8.6% | +9.3% | -17.9% | -10.5% |
| 3M | -17.7% | +32.0% | -49.7% | -22.3% |
| 6M | +36.4% | -6.4% | +42.8% | +36.7% |
| YTD | +74.5% | +3.1% | +71.4% | +70.2% |
| 1Y | +159.4% | +77.6% | +81.9% | +128.1% |
| 3Y | +361.6% | +392.8% | -31.2% | +227.6% |
| 5Y | +425.2% | +234.1% | +191.1% | +281.0% |
| All | +3,549.0% | +273.7% | +3,275.3% | +2,129.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling