+208.1%
LRCX vs THC
+40.9%
+167.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.1% |
| 7D | +1.9% | -0.7% | +2.6% | +1.9% |
| 30D | +0.1% | +1.3% | -1.2% | 0.0% |
| 3M | -8.5% | +64.2% | -72.7% | -16.5% |
| 6M | +38.1% | +8.3% | +29.8% | +41.5% |
| YTD | +80.1% | +33.4% | +46.7% | +74.0% |
| 1Y | +208.1% | +37.7% | +170.4% | +195.3% |
| All | +208.1% | +40.9% | +167.2% | +195.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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