+460.5%
LRCX vs FHN
+90.1%
+370.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | +9.5% | 0.0% | +9.5% | +9.5% |
| 30D | +3.1% | -2.6% | +5.7% | +3.8% |
| 3M | -3.4% | 0.0% | -3.4% | -3.5% |
| 6M | +49.7% | +9.2% | +40.4% | +46.3% |
| YTD | +84.9% | +4.3% | +80.5% | +82.8% |
| 1Y | +200.8% | +10.8% | +190.1% | +192.4% |
| 3Y | +385.1% | +130.7% | +254.3% | +314.2% |
| 5Y | +460.5% | +87.4% | +373.1% | +369.6% |
| All | +460.5% | +90.1% | +370.4% | +369.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling