+11,275.8%
LMT vs THC
+508.9%
+10,766.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | -6.3% | -0.7% | -5.6% | -6.2% |
| 30D | -8.5% | +1.3% | -9.8% | -8.6% |
| 3M | +1.8% | +64.2% | -62.4% | -2.8% |
| 6M | -19.9% | +8.3% | -28.2% | -20.8% |
| YTD | +10.6% | +33.4% | -22.8% | +7.2% |
| 1Y | +17.9% | +37.7% | -19.7% | +13.7% |
| 3Y | +27.0% | +236.8% | -209.8% | +11.6% |
| 5Y | +68.7% | +249.3% | -180.6% | +44.4% |
| 10Y | +181.1% | +995.2% | -814.2% | +99.6% |
| All | +11,275.8% | +508.9% | +10,766.9% | +6,638.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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