+304.3%
LRCX vs HUT
-17.9%
+322.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.6% | -1.5% | +4.4% |
| 7D | +6.5% | +24.8% | -18.2% | +1.9% |
| 30D | -23.8% | -28.4% | +4.6% | -18.9% |
| 3M | -24.2% | -31.2% | +7.0% | -19.3% |
| 6M | -20.2% | -40.2% | +20.1% | -13.1% |
| YTD | +38.2% | +32.9% | +5.3% | +27.2% |
| 1Y | +48.9% | +39.1% | +9.8% | +33.9% |
| 3Y | +252.8% | +462.8% | -209.9% | +109.3% |
| 5Y | +304.3% | -13.9% | +318.2% | +243.2% |
| All | +304.3% | -17.9% | +322.2% | +243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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