+423.0%
LRCX vs HOOD
+221.3%
+201.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.1% | +7.2% | +5.6% |
| 7D | +1.9% | +17.1% | -15.2% | -2.2% |
| 30D | +0.1% | +31.6% | -31.5% | -6.9% |
| 3M | -8.5% | +38.2% | -46.7% | -16.3% |
| 6M | +38.1% | +48.5% | -10.5% | +22.6% |
| YTD | +80.1% | +8.0% | +72.1% | +70.6% |
| 1Y | +208.1% | +18.7% | +189.4% | +182.6% |
| 3Y | +350.2% | +999.1% | -648.9% | +139.8% |
| 5Y | +430.7% | +181.7% | +249.0% | +186.3% |
| All | +423.0% | +221.3% | +201.7% | +178.6% |
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