+5,308.6%
LRCX vs HPE
+631.3%
+4,677.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.1% | -6.6% | -4.3% |
| 7D | +9.5% | +13.6% | -4.1% | +1.6% |
| 30D | +3.1% | +7.7% | -4.6% | -1.6% |
| 3M | -3.4% | +22.4% | -25.8% | -13.7% |
| 6M | +49.7% | +172.6% | -122.9% | -16.7% |
| YTD | +84.9% | +147.5% | -62.7% | +7.5% |
| 1Y | +200.8% | +151.8% | +49.0% | +72.7% |
| 3Y | +385.1% | +267.1% | +118.0% | +115.0% |
| 5Y | +460.5% | +362.8% | +97.7% | +117.3% |
| 10Y | +3,866.3% | +540.2% | +3,326.1% | +1,178.3% |
| All | +5,308.6% | +631.3% | +4,677.3% | +1,520.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling