+302,042.5%
LRCX vs HUBB
+153,832.2%
+148,210.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +4.1% |
| 7D | +10.4% | +4.8% | +5.6% | +10.3% |
| 30D | +2.9% | -9.3% | +12.2% | +3.1% |
| 3M | -1.2% | -3.9% | +2.7% | -1.1% |
| 6M | +60.9% | -0.8% | +61.7% | +61.0% |
| YTD | +87.5% | +5.6% | +82.0% | +87.6% |
| 1Y | +206.6% | +7.7% | +198.9% | +206.6% |
| 3Y | +392.1% | +47.5% | +344.6% | +390.1% |
| 5Y | +478.4% | +153.7% | +324.8% | +472.0% |
| 10Y | +3,821.0% | +433.0% | +3,388.0% | +3,748.0% |
| All | +302,042.5% | +153,832.2% | +148,210.3% | +203,110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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