+304.3%
LRCX vs HWM
+603.8%
-299.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.3% | +3.8% | +4.5% |
| 7D | +6.5% | +5.0% | +1.6% | +4.0% |
| 30D | -23.8% | +1.5% | -25.3% | -24.3% |
| 3M | -24.2% | -20.3% | -3.8% | -12.8% |
| 6M | -20.2% | -18.0% | -2.2% | -9.9% |
| YTD | +38.2% | +9.5% | +28.7% | +28.2% |
| 1Y | +48.9% | +7.5% | +41.4% | +39.8% |
| 3Y | +252.8% | +355.7% | -102.8% | +13.3% |
| 5Y | +304.3% | +610.2% | -305.9% | -10.0% |
| All | +304.3% | +603.8% | -299.5% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling