+416.0%
LRCX vs HPE
+394.3%
+21.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.4% | -12.4% | -7.1% |
| 7D | -3.1% | +19.4% | -22.5% | -13.3% |
| 30D | -8.6% | +5.6% | -14.2% | -12.3% |
| 3M | -17.7% | +33.1% | -50.7% | -30.9% |
| 6M | +36.4% | +192.5% | -156.1% | -30.7% |
| YTD | +74.5% | +160.9% | -86.4% | -5.9% |
| 1Y | +159.4% | +155.0% | +4.5% | +41.2% |
| 3Y | +361.6% | +289.4% | +72.2% | +78.5% |
| All | +416.0% | +394.3% | +21.8% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 5y: compounded portfolio wealth divided by compounded HPE 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…
5y analysis · Full analysis span regression · 6 months rolling