+208.1%
LRCX vs HWM
+48.6%
+159.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.5% |
| 7D | +1.9% | -2.1% | +4.0% | +3.1% |
| 30D | +0.1% | -11.0% | +11.1% | +9.7% |
| 3M | -8.5% | +4.0% | -12.5% | -12.4% |
| 6M | +38.1% | -0.2% | +38.3% | +35.9% |
| YTD | +80.1% | +26.7% | +53.4% | +42.5% |
| 1Y | +208.1% | +44.7% | +163.3% | +127.7% |
| All | +208.1% | +48.6% | +159.5% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling