+221.6%
LRCX vs HTZ
-82.6%
+304.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -8.4% | +16.6% | +8.8% |
| 7D | -16.2% | -14.6% | -1.6% | -15.2% |
| 30D | -39.2% | -20.8% | -18.4% | -38.3% |
| 3M | -34.4% | -18.8% | -15.6% | -33.8% |
| 6M | -32.4% | -74.7% | +42.3% | -27.6% |
| YTD | +17.4% | -68.1% | +85.5% | +23.7% |
| 1Y | +24.2% | -73.5% | +97.6% | +31.6% |
| 3Y | +221.6% | -81.8% | +303.4% | +246.6% |
| All | +221.6% | -82.6% | +304.1% | +246.6% |
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