+1,519.5%
LRCX vs HUT
+422.3%
+1,097.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.2% | -1.1% | +4.3% |
| 7D | +1.9% | +17.8% | -15.9% | -0.3% |
| 30D | +0.1% | +0.8% | -0.8% | -0.3% |
| 3M | -8.5% | -26.8% | +18.3% | -5.3% |
| 6M | +38.1% | +72.6% | -34.5% | +28.1% |
| YTD | +80.1% | +103.6% | -23.6% | +63.0% |
| 1Y | +208.1% | +265.3% | -57.2% | +157.2% |
| 3Y | +350.2% | +689.4% | -339.2% | +216.8% |
| 5Y | +430.7% | +75.3% | +355.3% | +286.7% |
| All | +1,519.5% | +422.3% | +1,097.2% | +734.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling