+3,549.0%
LRCX vs HRB
+209.1%
+3,339.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | 0.0% |
| 7D | -3.1% | -8.0% | +5.0% | -1.4% |
| 30D | -8.6% | -16.0% | +7.4% | -5.4% |
| 3M | -17.7% | +26.9% | -44.5% | -23.7% |
| 6M | +36.4% | +51.1% | -14.8% | +17.9% |
| YTD | +74.5% | +7.1% | +67.5% | +66.4% |
| 1Y | +159.4% | -9.6% | +169.1% | +159.8% |
| 3Y | +361.6% | +25.4% | +336.2% | +300.2% |
| 5Y | +425.2% | +114.9% | +310.3% | +269.4% |
| All | +3,549.0% | +209.1% | +3,339.9% | +2,034.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling