+6,813.3%
LRCX vs HLT
+641.9%
+6,171.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | +1.8% | -2.6% | +4.4% | +3.4% |
| 30D | -4.3% | -2.6% | -1.7% | -3.0% |
| 3M | -7.3% | -9.4% | +2.1% | -2.0% |
| 6M | +38.6% | +2.7% | +35.8% | +35.0% |
| YTD | +74.4% | +6.8% | +67.7% | +65.5% |
| 1Y | +179.1% | +12.4% | +166.8% | +154.5% |
| 3Y | +357.7% | +100.2% | +257.5% | +190.8% |
| 5Y | +424.9% | +143.7% | +281.1% | +194.1% |
| 10Y | +3,642.4% | +584.9% | +3,057.5% | +1,061.7% |
| All | +6,813.3% | +641.9% | +6,171.3% | +1,981.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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