+255.9%
LRCX vs HTZ
-81.9%
+337.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.1% | +5.2% | -0.5% |
| 7D | +26.2% | -14.0% | +40.2% | +27.3% |
| 30D | -22.4% | -19.8% | -2.6% | -21.3% |
| 3M | -28.2% | -45.0% | +16.8% | -25.7% |
| 6M | -19.0% | -73.2% | +54.2% | -13.6% |
| YTD | +37.0% | -70.0% | +107.0% | +44.8% |
| 1Y | +45.5% | -75.7% | +121.2% | +55.0% |
| All | +255.9% | -81.9% | +337.8% | +280.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 3y: compounded portfolio wealth divided by compounded HTZ 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…
3y analysis · Full analysis span regression · 6 months rolling