+293.9%
LRCX vs LTH
+120.9%
+173.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | +0.4% |
| 7D | +26.2% | -4.6% | +30.9% | +28.0% |
| 30D | -22.4% | +14.8% | -37.2% | -26.1% |
| 3M | -28.2% | +3.9% | -32.2% | -29.6% |
| 6M | -19.0% | +35.5% | -54.5% | -28.0% |
| YTD | +37.0% | +71.3% | -34.4% | +12.1% |
| 1Y | +45.5% | +75.7% | -30.2% | +18.0% |
| 3Y | +249.7% | +231.9% | +17.8% | +123.9% |
| 5Y | +293.9% | +130.5% | +163.4% | +140.3% |
| All | +293.9% | +120.9% | +173.0% | +140.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling