+3,555.5%
LRCX vs HWM
+1,494.1%
+2,061.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.4% |
| 7D | +1.9% | -2.1% | +4.0% | +2.6% |
| 30D | +0.1% | -11.0% | +11.1% | +5.6% |
| 3M | -8.5% | +4.0% | -12.5% | -10.6% |
| 6M | +38.1% | -0.2% | +38.3% | +37.9% |
| YTD | +80.1% | +26.7% | +53.4% | +60.3% |
| 1Y | +208.1% | +44.7% | +163.3% | +157.5% |
| 3Y | +350.2% | +426.1% | -75.9% | +98.6% |
| 5Y | +430.7% | +738.5% | -307.8% | +90.3% |
| All | +3,555.5% | +1,494.1% | +2,061.4% | +819.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling