+497.1%
LRCX vs LTH
+152.0%
+345.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.9% |
| 7D | +9.5% | -4.0% | +13.5% | +11.0% |
| 30D | +3.1% | -1.7% | +4.8% | +3.5% |
| 3M | -3.4% | +28.0% | -31.4% | -11.8% |
| 6M | +49.7% | +54.1% | -4.4% | +28.2% |
| YTD | +84.9% | +57.1% | +27.8% | +57.0% |
| 1Y | +200.8% | +45.8% | +155.1% | +160.8% |
| 3Y | +385.1% | +157.6% | +227.5% | +240.4% |
| All | +497.1% | +152.0% | +345.2% | +271.2% |
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