+159.4%
LRCX vs FHN
+10.7%
+148.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | +0.6% |
| 7D | -3.1% | -1.9% | -1.2% | -2.2% |
| 30D | -8.6% | -5.4% | -3.1% | -5.9% |
| 3M | -17.7% | -1.4% | -16.3% | -17.3% |
| 6M | +36.4% | +9.9% | +26.5% | +29.8% |
| YTD | +74.5% | +3.9% | +70.7% | +69.8% |
| 1Y | +159.4% | +10.6% | +148.8% | +152.9% |
| All | +159.4% | +10.7% | +148.7% | +152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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