+416.0%
LRCX vs HRB
+114.1%
+302.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | +0.1% |
| 7D | -3.1% | -8.0% | +5.0% | -2.8% |
| 30D | -8.6% | -16.0% | +7.4% | -8.0% |
| 3M | -17.7% | +26.9% | -44.5% | -19.7% |
| 6M | +36.4% | +51.1% | -14.8% | +28.4% |
| YTD | +74.5% | +7.1% | +67.5% | +76.9% |
| 1Y | +159.4% | -9.6% | +169.1% | +173.3% |
| 3Y | +361.6% | +25.4% | +336.2% | +322.9% |
| All | +416.0% | +114.1% | +302.0% | +312.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling