+277.1%
LRCX vs HTZ
-94.4%
+371.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.8% | -3.1% |
| 7D | +12.7% | -8.5% | +21.2% | +13.8% |
| 30D | -21.3% | -18.9% | -2.3% | -19.6% |
| 3M | -32.9% | -36.0% | +3.1% | -29.9% |
| 6M | -23.4% | -74.6% | +51.2% | -13.2% |
| YTD | +32.4% | -70.8% | +103.2% | +46.4% |
| 1Y | +48.0% | -75.3% | +123.3% | +66.5% |
| 3Y | +243.9% | -81.6% | +325.5% | +275.8% |
| All | +277.1% | -94.4% | +371.5% | +453.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling