+297,723.7%
LRCX vs HRB
+3,081.6%
+294,642.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.9% |
| 7D | +9.5% | -10.6% | +20.2% | +13.6% |
| 30D | +3.1% | -0.8% | +3.9% | +2.4% |
| 3M | -3.4% | +19.1% | -22.4% | -12.2% |
| 6M | +49.7% | +48.7% | +1.0% | +21.4% |
| YTD | +84.9% | +7.1% | +77.8% | +68.1% |
| 1Y | +200.8% | -8.3% | +209.2% | +188.8% |
| 3Y | +385.1% | +25.8% | +359.2% | +296.5% |
| 5Y | +460.5% | +111.1% | +349.4% | +260.2% |
| 10Y | +3,866.3% | +206.6% | +3,659.7% | +1,860.2% |
| All | +297,723.7% | +3,081.6% | +294,642.1% | +26,277.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling