+280,910.8%
LRCX vs HUM
+5,550.8%
+275,360.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.7% |
| 7D | +1.8% | -1.4% | +3.3% | +2.1% |
| 30D | -4.3% | +7.5% | -11.8% | -5.6% |
| 3M | -7.3% | +10.2% | -17.5% | -9.1% |
| 6M | +38.6% | +132.5% | -94.0% | +17.2% |
| YTD | +74.4% | +57.6% | +16.8% | +57.2% |
| 1Y | +179.1% | +48.6% | +130.5% | +152.8% |
| 3Y | +357.7% | -11.2% | +368.8% | +341.5% |
| 5Y | +424.9% | +4.8% | +420.1% | +381.9% |
| 10Y | +3,642.4% | +147.1% | +3,495.3% | +2,799.2% |
| All | +280,910.8% | +5,550.8% | +275,360.0% | +94,881.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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