+179.1%
LRCX vs LTH
+45.0%
+134.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.5% |
| 7D | +1.8% | -3.7% | +5.6% | +2.9% |
| 30D | -4.3% | -5.3% | +1.0% | -2.8% |
| 3M | -7.3% | +24.2% | -31.5% | -16.6% |
| 6M | +38.6% | +54.8% | -16.3% | +14.3% |
| YTD | +74.4% | +56.1% | +18.4% | +43.4% |
| 1Y | +179.1% | +45.5% | +133.6% | +165.4% |
| All | +179.1% | +45.0% | +134.1% | +165.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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