+284.5%
LRCX vs HOOD
+104.9%
+179.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.3% | +0.9% | -2.3% |
| 7D | +12.7% | -3.8% | +16.5% | +13.9% |
| 30D | -21.3% | -23.0% | +1.7% | -15.8% |
| 3M | -32.9% | -21.6% | -11.2% | -29.2% |
| 6M | -23.4% | +1.4% | -24.8% | -24.8% |
| YTD | +32.4% | -31.2% | +63.5% | +40.1% |
| 1Y | +48.0% | -35.9% | +84.0% | +58.8% |
| 3Y | +243.9% | +836.9% | -593.0% | +93.5% |
| 5Y | +280.6% | +121.1% | +159.5% | +127.6% |
| All | +284.5% | +104.9% | +179.6% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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