+280,910.8%
LRCX vs HL
+56.8%
+280,854.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.0% | -1.7% | -5.2% |
| 7D | +1.8% | -5.6% | +7.4% | +2.4% |
| 30D | -4.3% | +12.7% | -17.0% | -5.7% |
| 3M | -7.3% | +42.5% | -49.8% | -10.8% |
| 6M | +38.6% | -9.0% | +47.6% | +39.4% |
| YTD | +74.4% | +4.4% | +70.0% | +72.3% |
| 1Y | +179.1% | +82.7% | +96.5% | +159.9% |
| 3Y | +357.7% | +406.3% | -48.6% | +278.9% |
| 5Y | +424.9% | +238.2% | +186.7% | +341.9% |
| 10Y | +3,642.4% | +268.9% | +3,373.5% | +2,807.2% |
| All | +280,910.8% | +56.8% | +280,854.0% | +184,108.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling